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 27 · EIN 13-2638166 | Advisory (Plan) | $49,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,742 | $95,274-31.0% | $135,903-51.6% | $74,419-11.7% |
| Participation rate | 95.7% | 78.2%+17.5pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 20.83% | 32.77%-11.9pp | 68.23%-47.4pp | 34.38%-13.6pp |
| Employer contribution / active EE | $2,968 | $3,874-23.4% | $4,856-38.9% | $2,637+12.5% |
| Participant deferral / active EE | $9,065 | $7,782+16.5% | $7,758+16.8% | $4,528+100.2% |
| Admin fee / account holder | $145 | $266-45.4% | $10,762-98.6% | $348-58.2% |