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 5-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 16 · EIN 36-4291971 | Consulting | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,905 | $62,127+56.0% | $81,382+19.1% | $74,495+30.1% |
| Participation rate | 94.4% | 64.0%+30.4pp | 69.5%+25.0pp | 67.2%+27.2pp |
| Annual return | 11.88% | 16.48%-4.6pp | 24.73%-12.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,638 | $1,882-13.0% | $2,463-33.5% | $2,623-37.6% |
| Participant deferral / active EE | $5,846 | $3,229+81.1% | $3,883+50.6% | $4,346+34.5% |
| Admin fee / account holder | $101 | $1,934-94.8% | $5,768-98.2% | $1,942-94.8% |