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 71-0294708 | Advisory (Plan) | $13,018 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,106 | $73,638+7.4% | $95,952-17.6% | $73,488+7.6% |
| Participation rate | 90.2% | 76.2%+14.1pp | 77.1%+13.1pp | 70.7%+19.5pp |
| Annual return | 14.49% | 16.78%-2.3pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,878 | $1,863+54.5% | $2,541+13.3% | $2,270+26.8% |
| Participant deferral / active EE | $2,965 | $3,617-18.0% | $4,167-28.8% | $3,740-20.7% |
| Admin fee / account holder | $20 | $482-95.8% | $6,795-99.7% | $513-96.0% |