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 | $30,785 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,004 | $100,923+19.9% | $150,045-19.4% | $74,304+62.9% |
| Participation rate | 77.1% | 70.1%+7.0pp | 82.3%-5.2pp | 60.3%+16.8pp |
| Annual return | 21.43% | 51.77%-30.3pp | 62.55%-41.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $4,199 | $3,463+21.2% | $4,693-10.5% | $2,241+87.4% |
| Participant deferral / active EE | $9,819 | $6,709+46.3% | $7,997+22.8% | $3,767+160.6% |
| Admin fee / account holder | $254 | $2,767-90.8% | $13,435-98.1% | $2,969-91.4% |