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 43-1451524 | Advisory (Plan) | $32,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,924 | $100,923-38.6% | $150,045-58.7% | $74,304-16.7% |
| Participation rate | 85.5% | 70.1%+15.5pp | 82.3%+3.2pp | 60.3%+25.2pp |
| Annual return | 15.07% | 51.77%-36.7pp | 62.55%-47.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,691 | $3,463-51.2% | $4,693-64.0% | $2,241-24.5% |
| Participant deferral / active EE | $4,690 | $6,709-30.1% | $7,997-41.4% | $3,767+24.5% |
| Admin fee / account holder | $275 | $2,767-90.0% | $13,435-98.0% | $2,969-90.7% |