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 7-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 27 · EIN 61-1758632 | Advisory (Plan) | $28,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,657 | $101,317-41.1% | $146,958-59.4% | $74,495-19.9% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 25.76% | 8730.91%-8705.1pp | 418.34%-392.6pp | 1364.94%-1339.2pp |
| Employer contribution / active EE | $6,056 | $3,810+58.9% | $4,933+22.8% | $2,623+130.9% |
| Participant deferral / active EE | $13,353 | $7,303+82.8% | $8,070+65.5% | $4,346+207.3% |
| Admin fee / account holder | $125 | $1,739-92.8% | $12,998-99.0% | $1,942-93.6% |