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 | $31,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,083 | $50,982-41.0% | $154,803-80.6% | $85,563-64.8% |
| Participation rate | 53.2% | 59.8%-6.6pp | 78.1%-24.9pp | 66.0%-12.8pp |
| Annual return | 13.29% | 30.35%-17.1pp | 58.88%-45.6pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,043 | $1,708-38.9% | $4,305-75.8% | $2,654-60.7% |
| Participant deferral / active EE | $2,536 | $2,474+2.5% | $5,540-54.2% | $4,375-42.0% |
| Admin fee / account holder | $101 | $846-88.0% | $14,329-99.3% | $834-87.8% |