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 37 · EIN 04-2647786 | Loan Processing | $44,446 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,003 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,120 | $96,018-65.5% | $65,493-49.4% | $85,563-61.3% |
| Participation rate | 95.3% | 74.8%+20.5pp | 73.1%+22.2pp | 66.0%+29.3pp |
| Annual return | 14.55% | 14.51%0pp | 982.45%-967.9pp | 31.51%-17.0pp |
| Employer contribution / active EE | $2,808 | $3,235-13.2% | $2,574+9.1% | $2,654+5.8% |
| Participant deferral / active EE | $3,525 | $4,055-13.1% | $3,961-11.0% | $4,375-19.4% |
| Admin fee / account holder | $162 | $271-40.3% | $5,028-96.8% | $834-80.6% |