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 | $23,927 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,649 | $100,923+40.4% | $150,045-5.6% | $74,304+90.6% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.3%+6.3pp | 60.3%+28.2pp |
| Annual return | 19.46% | 51.77%-32.3pp | 62.55%-43.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $2,053 | $3,463-40.7% | $4,693-56.3% | $2,241-8.4% |
| Participant deferral / active EE | $9,019 | $6,709+34.4% | $7,997+12.8% | $3,767+139.4% |
| Admin fee / account holder | -$15 | $2,767-100.5% | $13,435-100.1% | $2,969-100.5% |