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 27 · EIN 43-1451524 | Advisory (Plan) | $46,087 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,501 | $98,727+33.2% | $113,168+16.2% | $85,563+53.7% |
| Participation rate | 89.1% | 80.8%+8.3pp | 76.6%+12.6pp | 66.0%+23.2pp |
| Annual return | 18.74% | 17.43%+1.3pp | 24.27%-5.5pp | 31.51%-12.8pp |
| Employer contribution / active EE | $2,945 | $2,907+1.3% | $2,975-1.0% | $2,654+11.0% |
| Participant deferral / active EE | $7,960 | $5,424+46.7% | $5,107+55.9% | $4,375+81.9% |
| Admin fee / account holder | $192 | $357-46.3% | $12,068-98.4% | $834-77.0% |