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 37 · EIN 04-2647786 | Loan Processing | $11,605 |
Service code 27 · EIN 82-1492364 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,162 | $72,254-16.7% | $86,677-30.6% | $64,808-7.2% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.6%-2.7pp | 71.5%+2.4pp |
| Annual return | -10.03% | 392.42%-402.5pp | 35.91%-45.9pp | 32.82%-42.8pp |
| Employer contribution / active EE | $2,189 | $2,393-8.5% | $2,836-22.8% | $2,506-12.6% |
| Participant deferral / active EE | $3,331 | $4,658-28.5% | $4,656-28.4% | $4,310-22.7% |
| Admin fee / account holder | $256 | $174+47.5% | $7,493-96.6% | $188+36.6% |