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 9-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 | $48,622 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $38,942 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $9,123 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,762 | $50,529+48.0% | $66,042+13.2% | $85,563-12.6% |
| Participation rate | 79.7% | 57.7%+22.0pp | 67.5%+12.2pp | 66.0%+13.7pp |
| Annual return | 23.00% | 18.34%+4.7pp | 52.11%-29.1pp | 31.51%-8.5pp |
| Employer contribution / active EE | $384 | $1,111-65.4% | $1,579-75.7% | $2,654-85.5% |
| Participant deferral / active EE | $11,127 | $2,768+302.0% | $2,835+292.4% | $4,375+154.3% |
| Admin fee / account holder | $261 | $1,005-74.0% | $5,747-95.5% | $834-68.7% |