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) | $3,980 |
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 | $64,889 | $41,854+55.0% | $73,843-12.1% | $52,331+24.0% |
| Participation rate | 68.2% | 66.2%+1.9pp | 73.4%-5.3pp | 68.1%+0.1pp |
| Annual return | 0.24% | 2.11%-1.9pp | 2267.84%-2267.6pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,794 | $1,920-6.6% | $2,787-35.7% | $1,882-4.7% |
| Participant deferral / active EE | $4,106 | $2,498+64.4% | $3,583+14.6% | $3,022+35.9% |
| Admin fee / account holder | $42 | $493-91.6% | $4,880-99.1% | $592-93.0% |