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 | $11,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,350 | $62,127+113.0% | $81,382+62.6% | $74,495+77.7% |
| Participation rate | 99.3% | 64.0%+35.3pp | 69.5%+29.9pp | 67.2%+32.1pp |
| Annual return | 11.13% | 16.48%-5.4pp | 24.73%-13.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $9,935 | $1,882+427.8% | $2,463+303.4% | $2,623+278.8% |
| Participant deferral / active EE | $8,334 | $3,229+158.1% | $3,883+114.6% | $4,346+91.8% |
| Admin fee / account holder | $70 | $1,934-96.4% | $5,768-98.8% | $1,942-96.4% |