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 |
|---|---|---|
STANDARD INSURANCE COMPANY4 years Service code 12 · EIN 94-0242990 | Claims processing; Recordkeeping and ... | $45,896 |
NAVIA BENEFIT SOLUTIONS1 year Service code 27 · EIN 77-0586222 735 W. ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Advisory (Plan) | $0 |
Annual investment return 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 | $69,145 | $49,915+38.5% | $154,803-55.3% | $74,304-6.9% |
| Participation rate | 91.0% | 54.0%+37.0pp | 78.1%+12.9pp | 60.3%+30.6pp |
| Annual return | 10.31% | 34.06%-23.8pp | 58.88%-48.6pp | 29.43%-19.1pp |
| Employer contribution / active EE | $2,397 | $1,611+48.8% | $4,305-44.3% | $2,241+7.0% |
| Participant deferral / active EE | $3,418 | $2,255+51.6% | $5,540-38.3% | $3,767-9.3% |
| Admin fee / account holder | $50 | $2,189-97.7% | $14,329-99.6% | $2,969-98.3% |