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 | $24,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,607 | $80,724+28.3% | $103,333+0.3% | $74,495+39.1% |
| Participation rate | 96.2% | 65.7%+30.5pp | 74.5%+21.7pp | 67.2%+29.0pp |
| Annual return | 14.00% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,406 | $3,157+7.9% | $3,868-11.9% | $2,623+29.8% |
| Participant deferral / active EE | $12,124 | $3,860+214.1% | $5,057+139.7% | $4,346+179.0% |
| Admin fee / account holder | $169 | $2,368-92.8% | $8,355-98.0% | $1,942-91.3% |