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 4-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 61-1758632 | Advisory (Plan) | $9,365 |
CADARET GRANT & CO INC3 years Service code 27 · EIN 22-2361254 | Advisory (Plan) | $9,206 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,176 | $87,870-54.3% | $113,168-64.5% | $74,304-45.9% |
| Participation rate | 76.6% | 70.7%+5.8pp | 76.6%0pp | 60.3%+16.2pp |
| Annual return | 15.15% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,411 | $2,277-38.0% | $2,975-52.6% | $2,241-37.0% |
| Participant deferral / active EE | $3,570 | $4,241-15.8% | $5,107-30.1% | $3,767-5.2% |
| Admin fee / account holder | $120 | $3,368-96.4% | $12,068-99.0% | $2,969-96.0% |