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 27 · EIN 73-1399373 | Advisory (Plan) | $14,354 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,518 | $52,670-34.5% | $90,404-61.8% | $73,409-53.0% |
| Participation rate | 46.8% | 67.7%-20.8pp | 72.7%-25.8pp | 72.2%-25.3pp |
| Annual return | 47.76% | 20.70%+27.1pp | 1293.02%-1245.3pp | 59.29%-11.5pp |
| Employer contribution / active EE | $465 | $1,872-75.2% | $3,262-85.7% | $2,234-79.2% |
| Participant deferral / active EE | $2,033 | $2,807-27.6% | $3,963-48.7% | $3,805-46.6% |
| Admin fee / account holder | $112 | $117-3.8% | $5,611-98.0% | $158-28.8% |