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 55 · EIN 38-1961943 | Other Commissions | $46,595 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,649 | $40,174-3.8% | $84,015-54.0% | $67,579-42.8% |
| Participation rate | 52.7% | 62.7%-10.0pp | 69.0%-16.3pp | 71.3%-18.6pp |
| Annual return | 24.25% | 25.82%-1.6pp | 71.31%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $258 | $808-68.0% | $1,983-87.0% | $2,148-88.0% |
| Participant deferral / active EE | $1,983 | $2,301-13.8% | $3,239-38.8% | $3,539-44.0% |
| Admin fee / account holder | $9 | $128-92.6% | $6,101-99.8% | $142-93.4% |