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 47-1411118 | Advisory (Plan) | $43,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,733 | $100,801-23.9% | $149,696-48.7% | $73,409+4.5% |
| Participation rate | 94.0% | 77.7%+16.4pp | 82.5%+11.6pp | 72.2%+21.9pp |
| Annual return | 18.28% | 265.34%-247.1pp | 276.60%-258.3pp | 59.29%-41.0pp |
| Employer contribution / active EE | $3,029 | $3,312-8.5% | $4,644-34.8% | $2,234+35.6% |
| Participant deferral / active EE | $10,033 | $6,404+56.7% | $6,842+46.6% | $3,805+163.6% |
| Admin fee / account holder | $66 | $181-63.5% | $9,309-99.3% | $158-58.2% |