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 37 · EIN 04-2647786 | Loan Processing | $103,762 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $69,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,336 | $61,058+23.4% | $71,209+5.8% | $85,563-12.0% |
| Participation rate | 94.6% | 58.6%+36.1pp | 73.8%+20.9pp | 66.0%+28.7pp |
| Annual return | 18.91% | 100.41%-81.5pp | 282.51%-263.6pp | 31.51%-12.6pp |
| Employer contribution / active EE | $3,438 | $2,199+56.4% | $2,721+26.4% | $2,654+29.6% |
| Participant deferral / active EE | $6,339 | $3,173+99.8% | $4,175+51.8% | $4,375+44.9% |
| Admin fee / account holder | $150 | $855-82.5% | $5,349-97.2% | $834-82.0% |