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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.
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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 43-1451524 | Advisory (Plan) | $87,372 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,214 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,936 | $82,202+2.1% | $125,339-33.0% | $64,808+29.5% |
| Participation rate | 91.4% | 77.9%+13.5pp | 82.4%+9.0pp | 71.5%+19.9pp |
| Annual return | -17.72% | 3.48%-21.2pp | 572.05%-589.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,041 | $3,615+11.8% | $4,814-16.1% | $2,506+61.3% |
| Participant deferral / active EE | $16,316 | $7,175+127.4% | $7,446+119.1% | $4,310+278.5% |
| Admin fee / account holder | $129 | $163-20.7% | $10,010-98.7% | $188-31.1% |