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 | $3,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,802 | $93,571-40.4% | $135,903-58.9% | $75,163-25.8% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 18.43% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $6,231 | $3,537+76.2% | $4,856+28.3% | $2,670+133.4% |
| Participant deferral / active EE | $8,036 | $6,404+25.5% | $7,758+3.6% | $4,125+94.8% |
| Admin fee / account holder | $107 | $6,975-98.5% | $10,762-99.0% | $5,651-98.1% |