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 | $21,565 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,585 | $69,362-42.9% | $101,248-60.9% | $73,488-46.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 35.42% | 18.46%+17.0pp | 46.47%-11.1pp | 28.51%+6.9pp |
| Employer contribution / active EE | $2,861 | $2,628+8.9% | $3,660-21.8% | $2,270+26.0% |
| Participant deferral / active EE | $8,030 | $3,300+143.4% | $4,370+83.8% | $3,740+114.7% |
| Admin fee / account holder | $129 | $704-81.6% | $5,945-97.8% | $513-74.8% |