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 59-2030217 | Advisory (Plan) | $72,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,987 | $50,815-29.2% | $155,509-76.9% | $77,643-53.6% |
| Participation rate | 71.1% | 63.1%+8.0pp | 78.2%-7.1pp | 70.6%+0.5pp |
| Annual return | 17.04% | 34.80%-17.8pp | 64.67%-47.6pp | 31.24%-14.2pp |
| Employer contribution / active EE | $772 | $1,993-61.3% | $4,672-83.5% | $2,726-71.7% |
| Participant deferral / active EE | $2,422 | $2,822-14.2% | $5,626-57.0% | $4,647-47.9% |
| Admin fee / account holder | $282 | $437-35.4% | $15,912-98.2% | $430-34.4% |