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 43-1451524 | Advisory (Plan) | $23,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,925 | $78,781-37.9% | $100,516-51.3% | $73,409-33.4% |
| Participation rate | 78.2% | 80.0%-1.8pp | 79.4%-1.2pp | 72.2%+6.0pp |
| Annual return | 37.12% | 31.69%+5.4pp | 30.89%+6.2pp | 59.29%-22.2pp |
| Employer contribution / active EE | $2,795 | $2,420+15.5% | $3,418-18.2% | $2,234+25.1% |
| Participant deferral / active EE | $9,445 | $6,537+44.5% | $6,270+50.6% | $3,805+148.2% |
| Admin fee / account holder | $116 | $145-20.2% | $8,081-98.6% | $158-26.6% |