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 | $21,719 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,596 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,368 | $96,484-32.2% | $156,263-58.2% | $74,304-12.0% |
| Participation rate | 85.1% | 67.7%+17.4pp | 78.9%+6.1pp | 60.3%+24.7pp |
| Annual return | 19.06% | 17.73%+1.3pp | 59.47%-40.4pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,420 | $2,528-43.8% | $4,333-67.2% | $2,241-36.7% |
| Participant deferral / active EE | $3,640 | $4,286-15.1% | $6,158-40.9% | $3,767-3.4% |
| Admin fee / account holder | $212 | $3,728-94.3% | $14,255-98.5% | $2,969-92.9% |