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 80-0833114 | Advisory (Plan) | $29,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,289 | $101,317-17.8% | $146,958-43.3% | $74,495+11.8% |
| Participation rate | 62.6% | 75.5%-13.0pp | 82.2%-19.6pp | 67.2%-4.6pp |
| Annual return | 15.44% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,648 | $3,810-30.5% | $4,933-46.3% | $2,623+0.9% |
| Participant deferral / active EE | $6,786 | $7,303-7.1% | $8,070-15.9% | $4,346+56.2% |
| Admin fee / account holder | $295 | $1,739-83.0% | $12,998-97.7% | $1,942-84.8% |