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 27 · EIN 47-1411118 | Advisory (Plan) | $16,352 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,127 | $101,317-30.8% | $146,958-52.3% | $74,495-5.9% |
| Participation rate | 66.2% | 75.5%-9.3pp | 82.2%-15.9pp | 67.2%-1.0pp |
| Annual return | 16.49% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,089 | $3,810-45.2% | $4,933-57.6% | $2,623-20.3% |
| Participant deferral / active EE | $4,551 | $7,303-37.7% | $8,070-43.6% | $4,346+4.7% |
| Admin fee / account holder | -$15 | $1,739-100.9% | $12,998-100.1% | $1,942-100.8% |