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 61-1758632 | Advisory (Plan) | $17,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,344 | $82,664-11.3% | $125,339-41.5% | $68,494+7.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,318 | $3,381+57.3% | $4,814+10.5% | $2,596+104.8% |
| Participant deferral / active EE | $14,446 | $6,110+136.4% | $7,446+94.0% | $4,027+258.7% |
| Admin fee / account holder | $268 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |