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 | $57,348 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $38,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,806 | $47,722-16.6% | $82,719-51.9% | $64,808-38.6% |
| Participation rate | 96.4% | 67.6%+28.8pp | 72.6%+23.9pp | 71.5%+24.9pp |
| Annual return | -16.30% | -13.05%-3.3pp | 701.18%-717.5pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,827 | $2,179-16.2% | $3,009-39.3% | $2,506-27.1% |
| Participant deferral / active EE | $7,348 | $3,329+120.7% | $4,395+67.2% | $4,310+70.5% |
| Admin fee / account holder | $197 | $143+37.6% | $5,329-96.3% | $188+4.7% |