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 | $46,070 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $35,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,140 | $54,193-37.0% | $93,606-63.5% | $77,643-56.0% |
| Participation rate | 89.9% | 63.9%+26.0pp | 68.7%+21.2pp | 70.6%+19.3pp |
| Annual return | 12.82% | 30.54%-17.7pp | 133.20%-120.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,508 | $1,168+114.7% | $2,420+3.6% | $2,726-8.0% |
| Participant deferral / active EE | $4,072 | $3,144+29.5% | $4,411-7.7% | $4,647-12.4% |
| Admin fee / account holder | $181 | $576-68.6% | $8,285-97.8% | $430-58.0% |