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) | $44,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,547 | $82,202-10.5% | $125,339-41.3% | $64,808+13.5% |
| Participation rate | 87.9% | 77.9%+10.1pp | 82.4%+5.6pp | 71.5%+16.5pp |
| Annual return | -16.87% | 3.48%-20.3pp | 572.05%-588.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,750 | $3,615-23.9% | $4,814-42.9% | $2,506+9.7% |
| Participant deferral / active EE | $9,899 | $7,175+38.0% | $7,446+32.9% | $4,310+129.7% |
| Admin fee / account holder | $50 | $163-69.6% | $10,010-99.5% | $188-73.6% |