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 |
|---|---|---|
INVESTMENT METRICS INC2 years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $38,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,259 |
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 | $35,159 | $40,174-12.5% | $84,015-58.2% | $67,579-48.0% |
| Participation rate | 78.4% | 62.7%+15.8pp | 69.0%+9.4pp | 71.3%+7.2pp |
| Annual return | 19.47% | 25.82%-6.4pp | 71.31%-51.8pp | 378.56%-359.1pp |
| Employer contribution / active EE | $725 | $808-10.2% | $1,983-63.4% | $2,148-66.2% |
| Participant deferral / active EE | $3,142 | $2,301+36.5% | $3,239-3.0% | $3,539-11.2% |
| Admin fee / account holder | $193 | $128+50.4% | $6,101-96.8% | $142+35.6% |