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 35-2552359 | Advisory (Plan) | $24,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,479 | $84,487-37.9% | $125,339-58.1% | $66,914-21.6% |
| Participation rate | 89.5% | 76.4%+13.1pp | 82.4%+7.2pp | 69.8%+19.7pp |
| Annual return | -16.74% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,925 | $3,553+10.5% | $4,814-18.4% | $2,544+54.3% |
| Participant deferral / active EE | $10,503 | $6,781+54.9% | $7,446+41.0% | $4,237+147.9% |
| Admin fee / account holder | $223 | $685-67.4% | $10,010-97.8% | $593-62.4% |