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 59-2937883 | Advisory (Plan) | $94,059 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,273 | $119,446-54.6% | $150,045-63.8% | $85,563-36.6% |
| Participation rate | 95.1% | 75.4%+19.7pp | 82.3%+12.8pp | 66.0%+29.1pp |
| Annual return | 26.72% | 23.72%+3.0pp | 62.55%-35.8pp | 31.51%-4.8pp |
| Employer contribution / active EE | $4,595 | $4,078+12.7% | $4,693-2.1% | $2,654+73.2% |
| Participant deferral / active EE | $7,703 | $7,985-3.5% | $7,997-3.7% | $4,375+76.0% |
| Admin fee / account holder | $179 | $548-67.3% | $13,435-98.7% | $834-78.5% |