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 7-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 80-0833114 | Advisory (Plan) | $39,045 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,689 | $119,446-36.6% | $150,045-49.6% | $85,563-11.5% |
| Participation rate | 89.1% | 75.4%+13.7pp | 82.3%+6.8pp | 66.0%+23.1pp |
| Annual return | 69.95% | 23.72%+46.2pp | 62.55%+7.4pp | 31.51%+38.4pp |
| Employer contribution / active EE | $4,439 | $4,078+8.9% | $4,693-5.4% | $2,654+67.3% |
| Participant deferral / active EE | $9,505 | $7,985+19.0% | $7,997+18.9% | $4,375+117.2% |
| Admin fee / account holder | $88 | $548-83.9% | $13,435-99.3% | $834-89.4% |