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) | $32,462 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,390 | $69,763-7.7% | $67,502-4.6% | $74,495-13.6% |
| Participation rate | 90.2% | 71.4%+18.9pp | 72.9%+17.4pp | 67.2%+23.0pp |
| Annual return | 13.31% | -40.34%+53.7pp | 3512.12%-3498.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,865 | $2,704+6.0% | $2,731+4.9% | $2,623+9.2% |
| Participant deferral / active EE | $3,816 | $3,636+4.9% | $4,000-4.6% | $4,346-12.2% |
| Admin fee / account holder | $227 | $896-74.7% | $3,998-94.3% | $1,942-88.3% |