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 | $17,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,888 | $72,066-22.4% | $81,930-31.8% | $90,288-38.1% |
| Participation rate | 97.9% | 78.9%+19.0pp | 72.0%+25.9pp | 73.4%+24.6pp |
| Annual return | 18.71% | 15.92%+2.8pp | 29.49%-10.8pp | 53.97%-35.3pp |
| Employer contribution / active EE | $2,977 | $2,335+27.5% | $4,310-30.9% | $2,524+17.9% |
| Participant deferral / active EE | $5,374 | $3,557+51.1% | $7,107-24.4% | $4,232+27.0% |
| Admin fee / account holder | $115 | $92+24.1% | $5,158-97.8% | $114+0.6% |