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 47-1411118 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,187 | $76,670+13.7% | $96,683-9.8% | $71,457+22.0% |
| Participation rate | 99.2% | 66.6%+32.6pp | 74.3%+24.8pp | 67.9%+31.2pp |
| Annual return | 20.53% | 48.29%-27.8pp | 35.69%-15.2pp | 28.85%-8.3pp |
| Employer contribution / active EE | $3,423 | $3,031+12.9% | $3,737-8.4% | $2,588+32.3% |
| Participant deferral / active EE | $11,228 | $3,771+197.7% | $4,878+130.2% | $4,289+161.8% |
| Admin fee / account holder | $149 | $2,028-92.7% | $6,730-97.8% | $1,587-90.6% |