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 | $14,573 |
Service code 49 · EIN 74-2794194 | Other Services | $1,887 |
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 | $123,706 | $80,724+53.2% | $103,333+19.7% | $74,495+66.1% |
| Participation rate | 60.8% | 65.7%-4.8pp | 74.5%-13.7pp | 67.2%-6.4pp |
| Annual return | 18.22% | 27.56%-9.3pp | 24.88%-6.7pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $897 | $3,157-71.6% | $3,868-76.8% | $2,623-65.8% |
| Participant deferral / active EE | $4,968 | $3,860+28.7% | $5,057-1.8% | $4,346+14.3% |
| Admin fee / account holder | $105 | $2,368-95.6% | $8,355-98.7% | $1,942-94.6% |