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 37 · EIN 04-2647786 | Loan Processing | $21,985 |
Service code 16 · EIN 33-0818667 | Consulting | $5,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,684 | $155,364-2.4% | $103,476+46.6% | $77,643+95.4% |
| Participation rate | 95.8% | 85.5%+10.3pp | 80.5%+15.3pp | 70.6%+25.3pp |
| Annual return | 21.08% | 19.02%+2.1pp | 23.90%-2.8pp | 31.24%-10.2pp |
| Employer contribution / active EE | $1,906 | $5,949-68.0% | $4,672-59.2% | $2,726-30.1% |
| Participant deferral / active EE | $5,838 | $8,482-31.2% | $6,623-11.9% | $4,647+25.6% |
| Admin fee / account holder | $84 | $503-83.2% | $9,413-99.1% | $430-80.4% |