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 | $128,870 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $22,314 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,489 | $42,353-44.5% | $79,550-70.5% | $64,808-63.8% |
| Participation rate | 93.2% | 64.8%+28.4pp | 69.5%+23.7pp | 71.5%+21.7pp |
| Annual return | -14.42% | -12.24%-2.2pp | 0.16%-14.6pp | 32.82%-47.2pp |
| Employer contribution / active EE | $878 | $1,181-25.7% | $2,413-63.6% | $2,506-65.0% |
| Participant deferral / active EE | $4,987 | $3,170+57.3% | $3,985+25.1% | $4,310+15.7% |
| Admin fee / account holder | $133 | $160-16.5% | $6,832-98.0% | $188-29.0% |