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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 55 · EIN 35-2552359 | Other Commissions | $30,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $463 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,719 | $105,181+183.1% | $159,436+86.7% | $85,850+246.8% |
| Participation rate | 97.6% | 75.8%+21.9pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 6.89% | 45.07%-38.2pp | 263.57%-256.7pp | 318.53%-311.6pp |
| Employer contribution / active EE | $7,209 | $3,318+117.3% | $4,829+49.3% | $2,565+181.0% |
| Participant deferral / active EE | $13,408 | $5,945+125.5% | $7,352+82.4% | $3,952+239.3% |
| Admin fee / account holder | $4 | $6,933-99.9% | $10,799-100.0% | $6,260-99.9% |