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 | $94,280 |
OAKSTREET WEALTH MANAGEMENT3 years Service code 27 · EIN 82-1589061 | Advisory (Plan) | $39,000 |
Service code 10 · EIN 43-1947695 | Accounting | $17,407 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,256 | $72,482-21.0% | $129,110-55.7% | $64,808-11.7% |
| Participation rate | 98.8% | 79.2%+19.5pp | 77.3%+21.5pp | 71.5%+27.3pp |
| Annual return | -16.85% | -9.08%-7.8pp | -10.94%-5.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $4,404 | $4,247+3.7% | $5,052-12.8% | $2,506+75.7% |
| Participant deferral / active EE | $7,996 | $5,679+40.8% | $6,542+22.2% | $4,310+85.5% |
| Admin fee / account holder | $178 | $144+23.5% | $14,302-98.8% | $188-5.1% |