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) | $9,019 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,569 |
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 | $81,120 | $65,376+24.1% | $87,100-6.9% | $65,185+24.4% |
| Participation rate | 91.3% | 75.3%+16.0pp | 76.9%+14.4pp | 70.2%+21.1pp |
| Annual return | 23.11% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,880 | $1,822+58.0% | $2,521+14.2% | $2,177+32.3% |
| Participant deferral / active EE | $3,401 | $3,388+0.4% | $4,049-16.0% | $3,514-3.2% |
| Admin fee / account holder | $7 | $520-98.6% | $7,497-99.9% | $847-99.2% |