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) | $33,211 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,651 | $72,607-30.2% | $90,749-44.2% | $66,914-24.3% |
| Participation rate | 97.6% | 73.7%+23.9pp | 75.7%+21.9pp | 69.8%+27.8pp |
| Annual return | -12.83% | -12.28%-0.5pp | -12.16%-0.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $4,154 | $2,369+75.4% | $2,921+42.2% | $2,544+63.3% |
| Participant deferral / active EE | $6,720 | $3,977+68.9% | $4,564+47.2% | $4,237+58.6% |
| Admin fee / account holder | $265 | $707-62.6% | $8,445-96.9% | $593-55.4% |