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) | $27,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,447 |
Annual investment return 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 | $25,259 | $60,323-58.1% | $81,812-69.1% | $74,495-66.1% |
| Participation rate | 91.7% | 62.9%+28.9pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 11.20% | 16.90%-5.7pp | 773.79%-762.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,374 | $2,620-47.6% | $2,912-52.8% | $2,623-47.6% |
| Participant deferral / active EE | $4,095 | $3,387+20.9% | $4,319-5.2% | $4,346-5.8% |
| Admin fee / account holder | $103 | $1,486-93.1% | $7,386-98.6% | $1,942-94.7% |