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) | $8,297 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,679 | $101,317-35.2% | $146,958-55.3% | $74,495-11.8% |
| Participation rate | 79.3% | 75.5%+3.8pp | 82.2%-2.8pp | 67.2%+12.1pp |
| Annual return | 26.96% | 8730.91%-8703.9pp | 418.34%-391.4pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $1,821 | $3,810-52.2% | $4,933-63.1% | $2,623-30.6% |
| Participant deferral / active EE | $8,272 | $7,303+13.3% | $8,070+2.5% | $4,346+90.4% |
| Admin fee / account holder | $121 | $1,739-93.0% | $12,998-99.1% | $1,942-93.7% |