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 | $19,881 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,033 | $58,320+23.5% | $86,436-16.7% | $66,914+7.6% |
| Participation rate | 95.6% | 78.6%+17.0pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -19.49% | -9.71%-9.8pp | 4394.89%-4414.4pp | 1.58%-21.1pp |
| Employer contribution / active EE | $3,443 | $2,615+31.6% | $3,769-8.6% | $2,544+35.3% |
| Participant deferral / active EE | $11,055 | $6,899+60.2% | $6,952+59.0% | $4,237+160.9% |
| Admin fee / account holder | $220 | $546-59.7% | $6,731-96.7% | $593-62.9% |