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 |
|---|---|---|
PLAN FINANCIAL, INC.5 years Service code 26 · EIN 77-0349285 9 RIVERPARK PLACE EAST SUITE 440 · FRESNO, CA 93720 | Advisory (Participants) | $16,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,011 | $73,638-57.9% | $95,952-67.7% | $73,488-57.8% |
| Participation rate | 61.8% | 76.2%-14.4pp | 77.1%-15.3pp | 70.7%-8.9pp |
| Annual return | 14.24% | 16.78%-2.5pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $180 | $1,863-90.3% | $2,541-92.9% | $2,270-92.1% |
| Participant deferral / active EE | $1,803 | $3,617-50.1% | $4,167-56.7% | $3,740-51.8% |
| Admin fee / account holder | $283 | $482-41.3% | $6,795-95.8% | $513-44.9% |