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 | $128,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,685 | $44,897+95.3% | $84,966+3.2% | $199,593-56.1% |
| Participation rate | 86.9% | 45.7%+41.2pp | 67.5%+19.4pp | 72.0%+15.0pp |
| Annual return | 15.49% | 20.96%-5.5pp | 66.38%-50.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $1,981 | $1,365+45.1% | $2,727-27.4% | $3,034-34.7% |
| Participant deferral / active EE | $7,030 | $2,668+163.5% | $4,519+55.5% | $5,087+38.2% |
| Admin fee / account holder | $76 | $584-87.0% | $6,149-98.8% | $269-71.8% |