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 33-0905143 | Advisory (Plan) | $22,903 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,462 |
SMA SERVICES, INC.1 year Filed as: SMA Service code 10 · EIN 87-3523115 | Accounting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,599 | $108,549-43.3% | $156,263-60.6% | $85,563-28.0% |
| Participation rate | 80.0% | 77.1%+2.9pp | 78.9%+1.1pp | 66.0%+14.0pp |
| Annual return | 16.87% | 21.79%-4.9pp | 59.47%-42.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,194 | $2,690-18.4% | $4,333-49.4% | $2,654-17.3% |
| Participant deferral / active EE | $4,612 | $4,800-3.9% | $6,158-25.1% | $4,375+5.4% |
| Admin fee / account holder | $227 | $650-65.1% | $14,255-98.4% | $834-72.8% |