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 | $88,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,256 | $108,549+63.3% | $156,263+13.4% | $85,563+107.2% |
| Participation rate | 98.9% | 77.1%+21.8pp | 78.9%+20.0pp | 66.0%+32.9pp |
| Annual return | 13.87% | 21.79%-7.9pp | 59.47%-45.6pp | 31.51%-17.6pp |
| Employer contribution / active EE | $3,760 | $2,690+39.8% | $4,333-13.2% | $2,654+41.7% |
| Participant deferral / active EE | $9,173 | $4,800+91.1% | $6,158+49.0% | $4,375+109.7% |
| Admin fee / account holder | $165 | $650-74.7% | $14,255-98.8% | $834-80.3% |