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 8-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) | $58,067 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,019 | $76,670+48.7% | $96,683+17.9% | $71,457+59.6% |
| Participation rate | 99.0% | 66.6%+32.5pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | 18.03% | 48.29%-30.3pp | 35.69%-17.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $5,097 | $3,031+68.1% | $3,737+36.4% | $2,588+97.0% |
| Participant deferral / active EE | $9,676 | $3,771+156.6% | $4,878+98.3% | $4,289+125.6% |
| Admin fee / account holder | $221 | $2,028-89.1% | $6,730-96.7% | $1,587-86.0% |