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 61-1758632 | Advisory (Plan) | $48,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,195 | $42,886+38.0% | $88,946-33.4% | $85,563-30.8% |
| Participation rate | 93.6% | 37.9%+55.7pp | 68.8%+24.8pp | 66.0%+27.7pp |
| Annual return | 18.92% | 44.56%-25.6pp | 57.82%-38.9pp | 31.51%-12.6pp |
| Employer contribution / active EE | $1,266 | $1,147+10.4% | $2,555-50.5% | $2,654-52.3% |
| Participant deferral / active EE | $6,455 | $2,108+206.2% | $4,581+40.9% | $4,375+47.5% |
| Admin fee / account holder | $224 | $2,263-90.1% | $8,261-97.3% | $834-73.1% |