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 43-1451524 | Advisory (Plan) | $30,060 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,618 | $99,957-38.4% | $149,696-58.8% | $73,488-16.2% |
| Participation rate | 90.8% | 75.7%+15.1pp | 82.5%+8.3pp | 70.7%+20.1pp |
| Annual return | 23.10% | 53.87%-30.8pp | 276.60%-253.5pp | 28.51%-5.4pp |
| Employer contribution / active EE | $2,565 | $3,191-19.6% | $4,644-44.8% | $2,270+13.0% |
| Participant deferral / active EE | $10,907 | $6,073+79.6% | $6,842+59.4% | $3,740+191.7% |
| Admin fee / account holder | $197 | $551-64.3% | $9,309-97.9% | $513-61.6% |