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 43-1451524 | Advisory (Plan) | $44,693 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,541 |
RUBINBROWN LLP9 years Service code 10 · EIN 43-0765316 | Accounting | $12,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,768 | $88,083+28.0% | $164,813-31.6% | $74,495+51.4% |
| Participation rate | 99.5% | 73.0%+26.5pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 12.53% | 17.26%-4.7pp | 69.93%-57.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,912 | $2,593+12.3% | $4,341-32.9% | $2,623+11.0% |
| Participant deferral / active EE | $7,614 | $4,498+69.3% | $6,031+26.2% | $4,346+75.2% |
| Admin fee / account holder | $290 | $2,234-87.0% | $12,690-97.7% | $1,942-85.1% |