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 27 · EIN 71-0294708 | Advisory (Plan) | $31,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,118 | $71,050-43.5% | $93,606-57.1% | $80,856-50.4% |
| Participation rate | 95.5% | 60.4%+35.1pp | 68.7%+26.8pp | 67.6%+27.9pp |
| Annual return | 15.22% | 11.26%+4.0pp | 133.20%-118.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,401 | $4,034+9.1% | $4,411-0.2% | $4,296+2.5% |
| Admin fee / account holder | $209 | $6,945-97.0% | $8,285-97.5% | $6,918-97.0% |