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 16 · EIN 23-0731260 | Consulting | $26,021 |
Service code 37 · EIN 35-0145825 | Loan Processing | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,719 | $58,879+25.2% | $178,490-58.7% | $73,488+0.3% |
| Participation rate | 93.6% | 66.2%+27.3pp | 81.9%+11.6pp | 70.7%+22.9pp |
| Annual return | 23.18% | 24.86%-1.7pp | 151.07%-127.9pp | 28.51%-5.3pp |
| Employer contribution / active EE | $8,274 | $2,236+270.0% | $5,011+65.1% | $2,270+264.5% |
| Participant deferral / active EE | $7,339 | $2,567+185.9% | $5,202+41.1% | $3,740+96.3% |
| Admin fee / account holder | $164 | $400-59.0% | $13,984-98.8% | $513-68.0% |