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 | $237,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,580 | $92,055+41.9% | $106,213+22.9% | $77,643+68.2% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.7pp | 70.6%+26.4pp |
| Annual return | 14.52% | 17.91%-3.4pp | 116.14%-101.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $8,808 | $3,367+161.6% | $3,171+177.7% | $2,726+223.1% |
| Participant deferral / active EE | $26,439 | $5,386+390.9% | $5,016+427.1% | $4,647+468.9% |
| Admin fee / account holder | $153 | $219-30.1% | $11,033-98.6% | $430-64.4% |