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 | $235,288 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,361 | $106,028-39.3% | $146,958-56.2% | $77,643-17.1% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 19.30% | 56.73%-37.4pp | 418.34%-399.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $4,346 | $4,063+7.0% | $4,933-11.9% | $2,726+59.4% |
| Participant deferral / active EE | $8,855 | $7,990+10.8% | $8,070+9.7% | $4,647+90.5% |
| Admin fee / account holder | $188 | $337-44.3% | $12,998-98.6% | $430-56.3% |