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 | $35,649 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,383 | $56,423-7.2% | $77,163-32.1% | $71,457-26.7% |
| Participation rate | 94.5% | 64.3%+30.2pp | 69.6%+24.9pp | 67.9%+26.6pp |
| Annual return | 24.21% | 19.05%+5.2pp | 37.87%-13.7pp | 28.85%-4.6pp |
| Employer contribution / active EE | $209 | $1,866-88.8% | $2,535-91.8% | $2,588-91.9% |
| Participant deferral / active EE | $3,120 | $3,142-0.7% | $3,833-18.6% | $4,289-27.2% |
| Admin fee / account holder | $192 | $1,429-86.6% | $5,472-96.5% | $1,587-87.9% |