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 26 · EIN 71-0294708 | Advisory (Participants) | $29,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,376 | $54,193-42.1% | $93,606-66.5% | $77,643-59.6% |
| Participation rate | 92.8% | 63.9%+28.9pp | 68.7%+24.1pp | 70.6%+22.2pp |
| Annual return | 11.98% | 30.54%-18.6pp | 133.20%-121.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $888 | $1,168-24.0% | $2,420-63.3% | $2,726-67.4% |
| Participant deferral / active EE | $3,801 | $3,144+20.9% | $4,411-13.8% | $4,647-18.2% |
| Admin fee / account holder | $87 | $576-84.9% | $8,285-99.0% | $430-79.9% |