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 26 · EIN 32-0781448 | Advisory (Participants) | $7,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,719 | $109,881-64.8% | $150,045-74.2% | $84,808-54.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.92% | 28.25%-4.3pp | 62.55%-38.6pp | 40.90%-17.0pp |
| Employer contribution / active EE | $5,401 | $3,561+51.7% | $4,693+15.1% | $2,631+105.3% |
| Participant deferral / active EE | $18,071 | $6,636+172.3% | $7,997+126.0% | $4,212+329.1% |
| Admin fee / account holder | $66 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |