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 13 · EIN 42-0127290 | Contract Administrator | $72,525 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,825 | $91,762-55.5% | $67,502-39.5% | $77,643-47.4% |
| Participation rate | 79.5% | 75.9%+3.6pp | 72.9%+6.6pp | 70.6%+8.9pp |
| Annual return | 16.45% | 14.87%+1.6pp | 3512.12%-3495.7pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,065 | $3,181-35.1% | $2,731-24.4% | $2,726-24.2% |
| Participant deferral / active EE | $3,506 | $3,903-10.2% | $4,000-12.3% | $4,647-24.6% |
| Admin fee / account holder | $146 | $176-16.9% | $3,998-96.3% | $430-66.0% |