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 99 · EIN 47-1411118 | Other Fees | $50,928 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $9,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,020 | $96,484-12.9% | $156,263-46.2% | $74,304+13.1% |
| Participation rate | 91.2% | 67.7%+23.6pp | 78.9%+12.3pp | 60.3%+30.9pp |
| Annual return | 19.39% | 17.73%+1.7pp | 59.47%-40.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,833 | $2,528-27.5% | $4,333-57.7% | $2,241-18.2% |
| Participant deferral / active EE | $8,461 | $4,286+97.4% | $6,158+37.4% | $3,767+124.6% |
| Admin fee / account holder | $21 | $3,728-99.4% | $14,255-99.9% | $2,969-99.3% |