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 | $27,307 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $5,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,289 | $52,406-0.2% | $129,207-59.5% | $74,495-29.8% |
| Participation rate | 92.6% | 53.8%+38.8pp | 69.6%+23.0pp | 67.2%+25.4pp |
| Annual return | 15.39% | 15.66%-0.3pp | 9417.33%-9401.9pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,587 | $1,531+3.7% | $4,153-61.8% | $2,623-39.5% |
| Participant deferral / active EE | $2,786 | $2,794-0.3% | $4,168-33.1% | $4,346-35.9% |
| Admin fee / account holder | $221 | $2,633-91.6% | $7,715-97.1% | $1,942-88.6% |