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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 55 · EIN 59-2937883 | Other Commissions | $28,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $128,132 | $63,355+102.2% | $91,989+39.3% | $72,985+75.6% |
| Participation rate | 88.5% | 72.5%+15.9pp | 78.6%+9.8pp | 69.5%+19.0pp |
| Annual return | 28.94% | 35.35%-6.4pp | 69.02%-40.1pp | 81.00%-52.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $15,675 | $4,883+221.0% | $5,923+164.6% | $3,607+334.5% |
| Admin fee / account holder | $1 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |