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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,213 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,655 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,296 | $82,202-51.0% | $125,339-67.9% | $64,808-37.8% |
| Participation rate | 73.1% | 77.9%-4.8pp | 82.4%-9.3pp | 71.5%+1.6pp |
| Annual return | -18.04% | 3.48%-21.5pp | 572.05%-590.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $1,240 | $3,615-65.7% | $4,814-74.2% | $2,506-50.5% |
| Participant deferral / active EE | $3,437 | $7,175-52.1% | $7,446-53.8% | $4,310-20.3% |
| Admin fee / account holder | $198 | $163+21.1% | $10,010-98.0% | $188+5.2% |