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 38-2722519 | Advisory (Plan) | $30,212 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,216 |
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 | $67,691 | $104,919-35.5% | $116,228-41.8% | $85,563-20.9% |
| Participation rate | 60.8% | 78.6%-17.8pp | 74.6%-13.8pp | 66.0%-5.2pp |
| Annual return | 26.72% | 15.38%+11.3pp | 90.06%-63.3pp | 31.51%-4.8pp |
| Employer contribution / active EE | $964 | $3,485-72.3% | $2,994-67.8% | $2,654-63.7% |
| Participant deferral / active EE | $2,848 | $5,306-46.3% | $4,953-42.5% | $4,375-34.9% |
| Admin fee / account holder | $153 | $429-64.4% | $11,989-98.7% | $834-81.7% |