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 3-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 | $35,046 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $26,206 |
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 | $41,570 | $89,808-53.7% | $100,391-58.6% | $77,643-46.5% |
| Participation rate | 98.9% | 81.2%+17.7pp | 81.5%+17.4pp | 70.6%+28.3pp |
| Annual return | 45.23% | 20.62%+24.6pp | 49.20%-4.0pp | 31.24%+14.0pp |
| Employer contribution / active EE | $3,407 | $3,039+12.1% | $3,942-13.6% | $2,726+25.0% |
| Participant deferral / active EE | $6,648 | $8,284-19.7% | $8,082-17.7% | $4,647+43.1% |
| Admin fee / account holder | $205 | $174+17.5% | $7,899-97.4% | $430-52.4% |