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 27 · EIN 93-0987232 | Advisory (Plan) | $45,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,182 | $82,202-60.9% | $125,339-74.3% | $64,808-50.3% |
| Participation rate | 92.3% | 77.9%+14.4pp | 82.4%+9.9pp | 71.5%+20.8pp |
| Annual return | -15.14% | 3.48%-18.6pp | 572.05%-587.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,469 | $3,615-59.4% | $4,814-69.5% | $2,506-41.4% |
| Participant deferral / active EE | $7,563 | $7,175+5.4% | $7,446+1.6% | $4,310+75.5% |
| Admin fee / account holder | $97 | $163-40.8% | $10,010-99.0% | $188-48.5% |