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 6-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 | $34,641 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $23,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,159 | $44,960-8.5% | $84,966-51.6% | $74,495-44.7% |
| Participation rate | 79.5% | 49.4%+30.2pp | 67.5%+12.0pp | 67.2%+12.3pp |
| Annual return | 15.39% | 26.24%-10.9pp | 66.38%-51.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,723 | $1,457+155.5% | $2,727+36.5% | $2,623+41.9% |
| Participant deferral / active EE | $8,777 | $2,731+221.4% | $4,519+94.2% | $4,346+102.0% |
| Admin fee / account holder | $267 | $2,209-87.9% | $6,149-95.7% | $1,942-86.2% |