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 9-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 26 · EIN 32-0781448 | Advisory (Participants) | $15,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,278 | $100,923-8.6% | $150,045-38.5% | $74,304+24.2% |
| Participation rate | 94.0% | 70.1%+23.9pp | 82.3%+11.7pp | 60.3%+33.6pp |
| Annual return | 24.57% | 51.77%-27.2pp | 62.55%-38.0pp | 29.43%-4.9pp |
| Employer contribution / active EE | $10,909 | $3,463+215.0% | $4,693+132.5% | $2,241+386.8% |
| Participant deferral / active EE | $16,241 | $6,709+142.1% | $7,997+103.1% | $3,767+331.1% |
| Admin fee / account holder | $91 | $2,767-96.7% | $13,435-99.3% | $2,969-96.9% |