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 | $90,007 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $67,687 |
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 | $81,370 | $86,897-6.4% | $151,611-46.3% | $64,808+25.6% |
| Participation rate | 95.6% | 87.3%+8.3pp | 87.5%+8.1pp | 71.5%+24.1pp |
| Annual return | -38.25% | -3.57%-34.7pp | 3.33%-41.6pp | 32.82%-71.1pp |
| Employer contribution / active EE | $4,441 | $4,010+10.8% | $6,166-28.0% | $2,506+77.2% |
| Participant deferral / active EE | $8,526 | $6,690+27.5% | $8,363+1.9% | $4,310+97.8% |
| Admin fee / account holder | $235 | $153+53.7% | $11,616-98.0% | $188+25.1% |