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) | $50,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,096 | $95,274-36.9% | $135,903-55.8% | $74,419-19.2% |
| Participation rate | 49.6% | 78.2%-28.6pp | 81.9%-32.4pp | 70.7%-21.2pp |
| Annual return | 23.20% | 32.77%-9.6pp | 68.23%-45.0pp | 34.38%-11.2pp |
| Employer contribution / active EE | $1,637 | $3,874-57.7% | $4,856-66.3% | $2,637-37.9% |
| Participant deferral / active EE | $8,166 | $7,782+4.9% | $7,758+5.3% | $4,528+80.3% |
| Admin fee / account holder | $199 | $266-25.1% | $10,762-98.1% | $348-42.7% |