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 35-0145825 | Loan Processing | $117,389 |
Service code 10 · EIN 26-1783184 | Accounting | $14,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,070 | $101,317+91.5% | $146,958+32.1% | $74,495+160.5% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 14.82% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,320 | $3,810+13.4% | $4,933-12.4% | $2,623+64.7% |
| Participant deferral / active EE | $13,001 | $7,303+78.0% | $8,070+61.1% | $4,346+199.2% |
| Admin fee / account holder | $104 | $1,739-94.0% | $12,998-99.2% | $1,942-94.7% |