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 10-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 43-1451524 | Advisory (Plan) | $27,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,086 | $96,484-17.0% | $156,263-48.7% | $74,304+7.8% |
| Participation rate | 97.4% | 67.7%+29.7pp | 78.9%+18.5pp | 60.3%+37.0pp |
| Annual return | 23.74% | 17.73%+6.0pp | 59.47%-35.7pp | 29.43%-5.7pp |
| Employer contribution / active EE | $3,385 | $2,528+33.9% | $4,333-21.9% | $2,241+51.0% |
| Participant deferral / active EE | $9,330 | $4,286+117.7% | $6,158+51.5% | $3,767+147.7% |
| Admin fee / account holder | $298 | $3,728-92.0% | $14,255-97.9% | $2,969-90.0% |