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 35-2552359 | Advisory (Plan) | $26,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,894 |
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 | $59,991 | $50,385+19.1% | $75,670-20.7% | $62,292-3.7% |
| Participation rate | 97.9% | 67.7%+30.2pp | 72.3%+25.5pp | 69.5%+28.4pp |
| Annual return | 15.43% | 19.90%-4.5pp | 27.34%-11.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,092 | $1,537-29.0% | $2,352-53.6% | $2,042-46.5% |
| Participant deferral / active EE | $3,044 | $2,445+24.5% | $3,142-3.1% | $3,169-4.0% |
| Admin fee / account holder | $188 | $384-51.1% | $5,800-96.8% | $479-60.8% |