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 73-1399373 | Advisory (Plan) | $21,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,789 | $52,208-14.2% | $86,612-48.3% | $74,419-39.8% |
| Participation rate | 44.4% | 66.3%-22.0pp | 71.7%-27.3pp | 70.7%-26.4pp |
| Annual return | 20.44% | 44.46%-24.0pp | 591.07%-570.6pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,139 | $2,282-50.1% | $3,022-62.3% | $2,637-56.8% |
| Participant deferral / active EE | $2,007 | $3,383-40.7% | $4,438-54.8% | $4,528-55.7% |
| Admin fee / account holder | $158 | $319-50.4% | $5,614-97.2% | $348-54.5% |