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 | $17,181 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,830 | $101,317+131.8% | $146,958+59.8% | $74,495+215.2% |
| Participation rate | 73.9% | 75.5%-1.6pp | 82.2%-8.2pp | 67.2%+6.7pp |
| Annual return | 19.65% | 8730.91%-8711.3pp | 418.34%-398.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $1,722 | $3,810-54.8% | $4,933-65.1% | $2,623-34.3% |
| Participant deferral / active EE | $15,331 | $7,303+109.9% | $8,070+90.0% | $4,346+252.8% |
| Admin fee / account holder | $210 | $1,739-87.9% | $12,998-98.4% | $1,942-89.2% |