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 04-2675571 | Advisory (Plan) | $19,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,815 | $102,317-40.6% | $146,958-58.6% | $80,856-24.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 17.03% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,399 | $3,713-62.3% | $4,933-71.6% | $2,755-49.2% |
| Participant deferral / active EE | $9,913 | $6,644+49.2% | $8,070+22.8% | $4,296+130.8% |
| Admin fee / account holder | $287 | $7,941-96.4% | $12,998-97.8% | $6,918-95.8% |