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 37 · EIN 04-2647786 | Loan Processing | $45,253 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $6,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,577 | $93,131-41.4% | $106,548-48.8% | $86,799-37.1% |
| Participation rate | 96.7% | 81.4%+15.3pp | 76.1%+20.6pp | 72.3%+24.5pp |
| Annual return | 16.17% | 19.45%-3.3pp | 26.80%-10.6pp | 97.91%-81.7pp |
| Employer contribution / active EE | $1,689 | $2,895-41.7% | $2,819-40.1% | $2,405-29.8% |
| Participant deferral / active EE | $3,575 | $4,708-24.1% | $4,398-18.7% | $4,131-13.5% |
| Admin fee / account holder | $107 | $145-26.0% | $7,407-98.5% | $170-36.6% |