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 27 · EIN 82-1364595 | Advisory (Plan) | $22,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,151 | $58,264-53.4% | $86,612-68.7% | $71,457-62.0% |
| Participation rate | 94.5% | 65.0%+29.5pp | 71.7%+22.8pp | 67.9%+26.6pp |
| Annual return | 15.25% | 21.63%-6.4pp | 591.07%-575.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,563 | $2,574-39.3% | $3,022-48.3% | $2,588-39.6% |
| Participant deferral / active EE | $4,555 | $3,436+32.6% | $4,438+2.6% | $4,289+6.2% |
| Admin fee / account holder | $115 | $1,057-89.1% | $5,614-98.0% | $1,587-92.8% |