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 | $40,383 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,054 | $73,638-22.5% | $108,410-47.4% | $79,386-28.1% |
| Participation rate | 73.9% | 77.4%-3.5pp | 80.1%-6.2pp | 70.7%+3.2pp |
| Annual return | 16.49% | 33.27%-16.8pp | 905.27%-888.8pp | 116.85%-100.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,124 | $6,218+14.6% | $6,563+8.6% | $4,046+76.1% |
| Admin fee / account holder | $218 | $638-65.8% | $7,295-97.0% | $626-65.1% |