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 9-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 26 · EIN 71-0294708 | Advisory (Participants) | $9,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,200 | $76,050-43.2% | $96,544-55.3% | $71,457-39.5% |
| Participation rate | 97.3% | 74.4%+22.9pp | 76.0%+21.3pp | 67.9%+29.4pp |
| Annual return | 16.54% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $4,569 | $2,244+103.6% | $2,965+54.1% | $2,588+76.6% |
| Participant deferral / active EE | $5,940 | $4,215+40.9% | $4,851+22.4% | $4,289+38.5% |
| Admin fee / account holder | $67 | $2,707-97.5% | $8,252-99.2% | $1,587-95.8% |