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 91-2106031 | Advisory (Plan) | $31,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,463 | $65,557-9.3% | $64,056-7.2% | $71,457-16.8% |
| Participation rate | 80.6% | 73.2%+7.5pp | 72.3%+8.3pp | 67.9%+12.7pp |
| Annual return | 15.59% | 18.94%-3.4pp | 33.69%-18.1pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,813 | $2,669+5.4% | $2,747+2.4% | $2,588+8.7% |
| Participant deferral / active EE | $3,967 | $3,626+9.4% | $3,880+2.2% | $4,289-7.5% |
| Admin fee / account holder | $217 | $616-64.7% | $3,068-92.9% | $1,587-86.3% |