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 | $55,251 |
Filed as: INVESTMENT RESEARCH & ADVISORY Service code 27 · EIN 58-1989031 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,983 | $65,908-1.4% | $81,812-20.6% | $77,643-16.3% |
| Participation rate | 90.9% | 65.8%+25.1pp | 72.3%+18.6pp | 70.6%+20.4pp |
| Annual return | 19.25% | 26.64%-7.4pp | 773.79%-754.5pp | 31.24%-12.0pp |
| Employer contribution / active EE | $3,877 | $2,370+63.6% | $2,912+33.1% | $2,726+42.2% |
| Participant deferral / active EE | $10,682 | $3,505+204.7% | $4,319+147.3% | $4,647+129.8% |
| Admin fee / account holder | $149 | $526-71.6% | $7,386-98.0% | $430-65.3% |