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 26 · EIN 71-0294708 | Advisory (Participants) | $1,663 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,643 | $56,357-81.1% | $104,294-89.8% | $68,494-84.5% |
| Participation rate | 80.0% | 63.3%+16.7pp | 73.3%+6.7pp | 67.9%+12.1pp |
| Annual return | -10.62% | -9.19%-1.4pp | 24.61%-35.2pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,146 | $1,960-41.6% | $3,372-66.0% | $2,596-55.9% |
| Participant deferral / active EE | $4,889 | $3,077+58.9% | $4,625+5.7% | $4,027+21.4% |
| Admin fee / account holder | $32 | $4,903-99.3% | $7,339-99.6% | $5,403-99.4% |