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 | $10,468 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,666 | $93,182+56.3% | $146,665-0.7% | $79,386+83.5% |
| Participation rate | 79.3% | 76.4%+2.9pp | 80.1%-0.8pp | 70.7%+8.6pp |
| Annual return | 32.09% | 21.61%+10.5pp | 22.74%+9.3pp | 116.85%-84.8pp |
| Employer contribution / active EE | $1,538 | $2,420-36.5% | $4,136-62.8% | $2,427-36.7% |
| Participant deferral / active EE | $6,491 | $4,169+55.7% | $5,506+17.9% | $4,046+60.4% |
| Admin fee / account holder | $125 | $585-78.6% | $10,280-98.8% | $626-80.0% |