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 | $22,239 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6,722 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,157 | $55,415-67.2% | $155,509-88.3% | $74,495-75.6% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.2pp | 67.2%+22.1pp |
| Annual return | 10.83% | 268.50%-257.7pp | 64.67%-53.8pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,165 | $2,267-48.6% | $4,672-75.1% | $2,623-55.6% |
| Participant deferral / active EE | $2,470 | $2,836-12.9% | $5,626-56.1% | $4,346-43.2% |
| Admin fee / account holder | $181 | $1,738-89.6% | $15,912-98.9% | $1,942-90.7% |