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 | $45,154 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $21,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,894 | $119,446-22.2% | $150,045-38.1% | $85,563+8.6% |
| Participation rate | 84.5% | 75.4%+9.1pp | 82.3%+2.2pp | 66.0%+18.5pp |
| Annual return | 26.33% | 23.72%+2.6pp | 62.55%-36.2pp | 31.51%-5.2pp |
| Employer contribution / active EE | $4,415 | $4,078+8.3% | $4,693-5.9% | $2,654+66.4% |
| Participant deferral / active EE | $12,125 | $7,985+51.9% | $7,997+51.6% | $4,375+177.1% |
| Admin fee / account holder | $158 | $548-71.2% | $13,435-98.8% | $834-81.1% |