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) | $44,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,389 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,935 | $45,031+15.3% | $84,966-38.9% | $77,643-33.1% |
| Participation rate | 96.1% | 48.7%+47.4pp | 67.5%+28.6pp | 70.6%+25.5pp |
| Annual return | 13.32% | 79.22%-65.9pp | 66.38%-53.1pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,286 | $1,609-20.1% | $2,727-52.8% | $2,726-52.8% |
| Participant deferral / active EE | $5,950 | $2,807+111.9% | $4,519+31.7% | $4,647+28.0% |
| Admin fee / account holder | $197 | $912-78.3% | $6,149-96.8% | $430-54.1% |