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 17 · EIN 36-3580924 | Pension Consulting | $3,166 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,573 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,124 | $72,607-42.0% | $90,749-53.6% | $66,914-37.0% |
| Participation rate | 71.3% | 73.7%-2.4pp | 75.7%-4.4pp | 69.8%+1.5pp |
| Annual return | -10.93% | -12.28%+1.4pp | -12.16%+1.2pp | 1.58%-12.5pp |
| Employer contribution / active EE | $378 | $2,369-84.1% | $2,921-87.1% | $2,544-85.2% |
| Participant deferral / active EE | $2,764 | $3,977-30.5% | $4,564-39.4% | $4,237-34.8% |
| Admin fee / account holder | $43 | $707-93.9% | $8,445-99.5% | $593-92.7% |