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 8-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) | $6,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,623 | $80,673-57.1% | $101,326-65.8% | $84,808-59.2% |
| Participation rate | 93.5% | 77.8%+15.7pp | 81.5%+12.0pp | 68.3%+25.2pp |
| Annual return | 18.08% | 38.95%-20.9pp | 36.82%-18.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,457 | $2,698+65.2% | $3,665+21.6% | $2,631+69.4% |
| Participant deferral / active EE | $7,680 | $6,840+12.3% | $7,994-3.9% | $4,212+82.4% |
| Admin fee / account holder | $65 | $12,784-99.5% | $11,185-99.4% | $7,344-99.1% |