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 41-0417830 | Contract Administrator | $3,122 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,302 | $99,985-56.7% | $146,665-70.5% | $85,850-49.6% |
| Participation rate | 81.4% | 73.1%+8.3pp | 80.1%+1.3pp | 69.3%+12.1pp |
| Annual return | 13.68% | 18.93%-5.3pp | 22.74%-9.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,031 | $2,559-59.7% | $4,136-75.1% | $2,565-59.8% |
| Participant deferral / active EE | $2,454 | $4,006-38.7% | $5,506-55.4% | $3,952-37.9% |
| Admin fee / account holder | $51 | $7,702-99.3% | $10,280-99.5% | $6,260-99.2% |