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 23-3034280 | Advisory (Plan) | $34,402 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,454 | $76,050+28.1% | $96,544+0.9% | $71,457+36.4% |
| Participation rate | 77.6% | 74.4%+3.2pp | 76.0%+1.6pp | 67.9%+9.6pp |
| Annual return | 19.33% | 22.81%-3.5pp | 25.84%-6.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,301 | $2,244-42.0% | $2,965-56.1% | $2,588-49.7% |
| Participant deferral / active EE | $4,487 | $4,215+6.5% | $4,851-7.5% | $4,289+4.6% |
| Admin fee / account holder | $234 | $2,707-91.4% | $8,252-97.2% | $1,587-85.3% |