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 37 · EIN 04-2647786 | Loan Processing | $8,455 |
Filed as: THE KELLY GROUP Service code 27 · EIN 52-2048177 | Advisory (Plan) | $6,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,198 | $80,724-63.8% | $103,333-71.7% | $74,495-60.8% |
| Participation rate | 79.5% | 65.7%+13.8pp | 74.5%+5.0pp | 67.2%+12.3pp |
| Annual return | 13.09% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,965 | $3,157-6.1% | $3,868-23.3% | $2,623+13.0% |
| Participant deferral / active EE | $4,549 | $3,860+17.8% | $5,057-10.1% | $4,346+4.7% |
| Admin fee / account holder | $223 | $2,368-90.6% | $8,355-97.3% | $1,942-88.5% |