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 55 · EIN 38-2722519 | Other Commissions | $97,450 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,915 | $79,171+42.6% | $102,423+10.2% | $74,495+51.6% |
| Participation rate | 93.5% | 74.8%+18.7pp | 76.5%+17.0pp | 67.2%+26.3pp |
| Annual return | 13.51% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $5,768 | $2,362+144.2% | $3,023+90.8% | $2,623+119.9% |
| Participant deferral / active EE | $5,569 | $4,415+26.1% | $5,053+10.2% | $4,346+28.1% |
| Admin fee / account holder | $122 | $2,001-93.9% | $9,451-98.7% | $1,942-93.7% |