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 41-0417830 | Contract Administrator | $12,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,501 | $91,407-14.1% | $135,903-42.2% | $71,457+9.9% |
| Participation rate | 99.1% | 75.7%+23.4pp | 81.9%+17.1pp | 67.9%+31.1pp |
| Annual return | 23.24% | 29.90%-6.7pp | 68.23%-45.0pp | 28.85%-5.6pp |
| Employer contribution / active EE | $7,538 | $3,703+103.5% | $4,856+55.2% | $2,588+191.3% |
| Participant deferral / active EE | $8,619 | $7,092+21.5% | $7,758+11.1% | $4,289+101.0% |
| Admin fee / account holder | $46 | $1,266-96.4% | $10,762-99.6% | $1,587-97.1% |