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 26 · EIN 71-0294708 | Advisory (Participants) | $56,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,794 | $62,624-38.1% | $177,989-78.2% | $77,643-50.0% |
| Participation rate | 94.4% | 66.8%+27.6pp | 77.1%+17.3pp | 70.6%+23.9pp |
| Annual return | 14.24% | 16.16%-1.9pp | 294.48%-280.2pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,335 | $1,909-30.1% | $3,949-66.2% | $2,726-51.0% |
| Participant deferral / active EE | $4,103 | $4,219-2.8% | $6,276-34.6% | $4,647-11.7% |
| Admin fee / account holder | $119 | $386-69.2% | $10,363-98.9% | $430-72.4% |