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 55 · EIN 38-2722519 | Other Commissions | $105,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,846 | $84,487+101.0% | $125,339+35.5% | $66,914+153.8% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.2pp | 69.8%+27.8pp |
| Annual return | -17.57% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $8,043 | $3,553+126.4% | $4,814+67.1% | $2,544+216.1% |
| Participant deferral / active EE | $11,027 | $6,781+62.6% | $7,446+48.1% | $4,237+160.3% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.7% |