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 | $35,165 |
MARCADO ASSET MANAGEMENT LLC3 years Service code 27 · EIN 82-1492364 | Advisory (Plan) | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,635 | $88,890-8.2% | $102,423-20.3% | $77,643+5.1% |
| Participation rate | 74.6% | 80.9%-6.3pp | 76.5%-1.9pp | 70.6%+4.0pp |
| Annual return | 16.91% | 24.98%-8.1pp | 29.32%-12.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,271 | $2,698-15.8% | $3,023-24.9% | $2,726-16.7% |
| Participant deferral / active EE | $4,006 | $5,145-22.1% | $5,053-20.7% | $4,647-13.8% |
| Admin fee / account holder | $224 | $235-5.0% | $9,451-97.6% | $430-48.0% |