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 |
|---|---|---|
VITA PLANNING GROUP LLC3 years Service code 27 · EIN 85-4118778 | Advisory (Plan) | $48,829 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $39,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,510 | $101,317-3.8% | $146,958-33.6% | $74,495+30.9% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 14.87% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $5,876 | $3,810+54.2% | $4,933+19.1% | $2,623+124.0% |
| Participant deferral / active EE | $8,533 | $7,303+16.8% | $8,070+5.7% | $4,346+96.4% |
| Admin fee / account holder | $151 | $1,739-91.3% | $12,998-98.8% | $1,942-92.2% |