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 9-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 55 · EIN 75-2201702 | Other Commissions | $33,157 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,590 | $54,121+156.1% | $134,143+3.3% | $73,409+88.8% |
| Participation rate | 63.1% | 64.4%-1.3pp | 72.2%-9.1pp | 72.2%-9.1pp |
| Annual return | 6.14% | -312.52%+318.7pp | 36.33%-30.2pp | 59.29%-53.1pp |
| Employer contribution / active EE | $2,016 | $1,402+43.8% | $3,704-45.6% | $2,234-9.8% |
| Participant deferral / active EE | $6,041 | $2,844+112.4% | $3,499+72.7% | $3,805+58.8% |
| Admin fee / account holder | $13 | $132-90.1% | $6,684-99.8% | $158-91.7% |