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 | $3,500 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,455 | $107,378-52.1% | $108,579-52.6% | $57,658-10.8% |
| Participation rate | 92.0% | 77.1%+14.9pp | 79.6%+12.4pp | 70.2%+21.8pp |
| Annual return | 3805.72% | 12.80%+3792.9pp | -51.70%+3857.4pp | 5.13%+3800.6pp |
| Employer contribution / active EE | $2,025 | $1,782+13.6% | $3,758-46.1% | $1,974+2.6% |
| Participant deferral / active EE | $3,782 | $3,221+17.4% | $4,311-12.3% | $3,061+23.6% |
| Admin fee / account holder | $7 | $108-93.9% | $7,645-99.9% | $95-93.0% |