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 | $26,423 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,322 | $86,944+44.1% | $107,525+16.6% | $74,304+68.7% |
| Participation rate | 92.5% | 59.6%+33.0pp | 75.1%+17.5pp | 60.3%+32.2pp |
| Annual return | 19.38% | 23.52%-4.1pp | 181.32%-161.9pp | 29.43%-10.0pp |
| Employer contribution / active EE | $3,172 | $2,757+15.0% | $3,754-15.5% | $2,241+41.5% |
| Participant deferral / active EE | $11,630 | $3,554+227.2% | $5,116+127.4% | $3,767+208.7% |
| Admin fee / account holder | $174 | $3,727-95.3% | $8,919-98.1% | $2,969-94.1% |