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 | $125,797 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,428 | $48,698-17.0% | $93,606-56.8% | $199,593-79.7% |
| Participation rate | 87.3% | 63.5%+23.8pp | 68.7%+18.6pp | 72.0%+15.4pp |
| Annual return | 12.81% | 15.34%-2.5pp | 133.20%-120.4pp | 34.25%-21.4pp |
| Employer contribution / active EE | $461 | $1,135-59.3% | $2,420-80.9% | $3,034-84.8% |
| Participant deferral / active EE | $5,025 | $2,817+78.4% | $4,411+13.9% | $5,087-1.2% |
| Admin fee / account holder | $103 | $195-47.2% | $8,285-98.8% | $269-61.7% |