Filed May 6, 2022
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 6-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 35-2552359 | Advisory (Plan) | $62,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,703 | $79,013-24.4% | $100,391-40.5% | $74,495-19.9% |
| Participation rate | 93.4% | 79.5%+13.9pp | 81.5%+11.9pp | 67.2%+26.2pp |
| Annual return | 17.66% | 20.41%-2.7pp | 49.20%-31.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $7,491 | $3,021+148.0% | $3,942+90.1% | $2,623+185.6% |
| Participant deferral / active EE | $18,350 | $7,760+136.5% | $8,082+127.1% | $4,346+322.2% |
| Admin fee / account holder | $278 | $1,320-78.9% | $7,899-96.5% | $1,942-85.7% |