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 | $31,405 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,351 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,342 |
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 | $32,806 | $64,871-49.4% | $129,110-74.6% | $66,914-51.0% |
| Participation rate | 96.1% | 74.0%+22.2pp | 77.3%+18.9pp | 69.8%+26.3pp |
| Annual return | -17.37% | -12.21%-5.2pp | -10.94%-6.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $989 | $3,741-73.6% | $5,052-80.4% | $2,544-61.1% |
| Participant deferral / active EE | $4,110 | $5,090-19.2% | $6,542-37.2% | $4,237-3.0% |
| Admin fee / account holder | $177 | $629-71.9% | $14,302-98.8% | $593-70.2% |