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 5-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) | $5,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,203 | $109,881-74.3% | $150,045-81.2% | $84,808-66.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 25.34% | 28.25%-2.9pp | 62.55%-37.2pp | 40.90%-15.6pp |
| Employer contribution / active EE | $2,714 | $3,561-23.8% | $4,693-42.2% | $2,631+3.2% |
| Participant deferral / active EE | $12,133 | $6,636+82.8% | $7,997+51.7% | $4,212+188.1% |
| Admin fee / account holder | $53 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |