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 71-0294708 | Advisory (Plan) | $8,906 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,806 |
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 | $67,684 | $64,909+4.3% | $82,313-17.8% | $62,292+8.7% |
| Participation rate | 94.6% | 74.9%+19.7pp | 76.9%+17.7pp | 69.5%+25.0pp |
| Annual return | 16.58% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $2,372 | $1,676+41.5% | $2,428-2.3% | $2,042+16.2% |
| Participant deferral / active EE | $2,779 | $3,103-10.5% | $3,706-25.0% | $3,169-12.3% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-98.0% |