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 6-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 | $61,248 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,052 | $129,021-51.1% | $184,203-65.8% | $77,643-18.8% |
| Participation rate | 92.1% | 87.3%+4.7pp | 86.8%+5.2pp | 70.6%+21.5pp |
| Annual return | 13.32% | 33.27%-20.0pp | 28.81%-15.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,322 | $4,413-47.4% | $6,427-63.9% | $2,726-14.8% |
| Participant deferral / active EE | $7,741 | $7,297+6.1% | $9,131-15.2% | $4,647+66.6% |
| Admin fee / account holder | $119 | $254-53.1% | $13,901-99.1% | $430-72.3% |