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 | $104,754 |
OAKSTREET WEALTH MANAGEMENT5 years Service code 27 · EIN 82-1589061 | Advisory (Plan) | $39,000 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $19,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,496 | $96,486-21.8% | $153,485-50.8% | $77,643-2.8% |
| Participation rate | 93.5% | 81.6%+11.8pp | 77.1%+16.4pp | 70.6%+22.9pp |
| Annual return | 16.36% | 14.44%+1.9pp | 15.65%+0.7pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,528 | $5,224-13.3% | $5,039-10.1% | $2,726+66.1% |
| Participant deferral / active EE | $7,790 | $6,609+17.9% | $6,757+15.3% | $4,647+67.6% |
| Admin fee / account holder | $168 | $182-8.0% | $12,724-98.7% | $430-61.0% |