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 |
|---|---|---|
US BANK1 year Filed as: U.S. BANCORP ADVISORS, LLC Service code 55 | Other Commissions | $16,875 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,951 |
Service code 55 | Other Commissions | $0 |
US BANK1 year Filed as: US BANCORP ADVISORS, LLC Service code 55 ATTN PILAR LEMA · GLENDALE, CA 91203 | Other Commissions | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,263 | $76,050-57.6% | $96,544-66.6% | $71,457-54.8% |
| Participation rate | 62.1% | 74.4%-12.3pp | 76.0%-13.9pp | 67.9%-5.9pp |
| Annual return | 17.75% | 22.81%-5.1pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $453 | $2,244-79.8% | $2,965-84.7% | $2,588-82.5% |
| Participant deferral / active EE | $2,536 | $4,215-39.8% | $4,851-47.7% | $4,289-40.9% |
| Admin fee / account holder | $63 | $2,707-97.7% | $8,252-99.2% | $1,587-96.0% |