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 | $25,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,159 | $71,142-32.3% | $119,609-59.7% | $64,808-25.7% |
| Participation rate | 97.6% | 78.6%+19.0pp | 79.3%+18.3pp | 71.5%+26.1pp |
| Annual return | -14.84% | -10.01%-4.8pp | -14.97%+0.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,888 | $2,497-24.4% | $4,232-55.4% | $2,506-24.7% |
| Participant deferral / active EE | $4,633 | $4,490+3.2% | $5,602-17.3% | $4,310+7.5% |
| Admin fee / account holder | $27 | $162-83.5% | $10,323-99.7% | $188-85.8% |