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 55 · EIN 42-1445429 | Other Commissions | $17,017 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,550 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,990 | $86,286-10.8% | $111,297-30.8% | $85,850-10.3% |
| Participation rate | 80.9% | 73.3%+7.6pp | 77.3%+3.6pp | 69.3%+11.6pp |
| Annual return | 13.72% | 19.99%-6.3pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,827 | $2,043-10.6% | $2,731-33.1% | $2,565-28.8% |
| Participant deferral / active EE | $2,735 | $3,641-24.9% | $4,487-39.1% | $3,952-30.8% |
| Admin fee / account holder | $15 | $8,188-99.8% | $7,964-99.8% | $6,260-99.8% |