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 37 · EIN 04-2647786 | Loan Processing | $58,397 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $53,565 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,525 | $84,784-64.0% | $98,439-69.0% | $74,419-59.0% |
| Participation rate | 99.1% | 81.5%+17.5pp | 75.2%+23.9pp | 70.7%+28.3pp |
| Annual return | 23.16% | 20.59%+2.6pp | 21.16%+2.0pp | 34.38%-11.2pp |
| Employer contribution / active EE | $2,574 | $3,364-23.5% | $3,048-15.6% | $2,637-2.4% |
| Participant deferral / active EE | $4,548 | $5,218-12.8% | $4,738-4.0% | $4,528+0.4% |
| Admin fee / account holder | $194 | $204-5.3% | $8,948-97.8% | $348-44.3% |