See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,599 | $65,041-42.2% | $90,951-58.7% | $79,858-52.9% |
| Participation rate | 51.7% | 61.6%-9.9pp | 69.0%-17.3pp | 69.6%-17.9pp |
| Annual return | 11.83% | 30.45%-18.6pp | 134.60%-122.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,569 | $1,247+25.8% | $2,122-26.1% | $2,471-36.5% |
| Participant deferral / active EE | $3,166 | $2,512+26.0% | $3,373-6.1% | $3,740-15.4% |
| Admin fee / account holder | $31 | $4,536-99.3% | $5,959-99.5% | $5,306-99.4% |