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 37 · EIN 04-2647786 | Loan Processing | $41,259 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,050 | $104,475-35.8% | $159,436-57.9% | $79,386-15.5% |
| Participation rate | 95.8% | 76.6%+19.2pp | 82.8%+13.0pp | 70.7%+25.1pp |
| Annual return | 14.56% | 67.95%-53.4pp | 263.57%-249.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,617 | $3,417-23.4% | $4,829-45.8% | $2,427+7.8% |
| Participant deferral / active EE | $10,352 | $6,467+60.1% | $7,352+40.8% | $4,046+155.9% |
| Admin fee / account holder | $209 | $711-70.6% | $10,799-98.1% | $626-66.7% |