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 26 · EIN 32-0781448 | Advisory (Participants) | $13,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,593 | $88,634-22.6% | $101,326-32.3% | $74,304-7.7% |
| Participation rate | 94.8% | 76.9%+17.9pp | 81.5%+13.3pp | 60.3%+34.4pp |
| Annual return | 29.60% | 33.10%-3.5pp | 36.82%-7.2pp | 29.43%+0.2pp |
| Employer contribution / active EE | $6,780 | $2,930+131.4% | $3,665+85.0% | $2,241+202.5% |
| Participant deferral / active EE | $14,485 | $7,322+97.8% | $7,994+81.2% | $3,767+284.5% |
| Admin fee / account holder | $70 | $2,425-97.1% | $11,185-99.4% | $2,969-97.6% |