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 | $46,442 |
Service code 27 · EIN 42-1577774 | Advisory (Plan) | $21,763 |
Service code 49 · EIN 41-0955056 | Other Services | $4,129 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,907 | $64,119-20.6% | $112,228-54.6% | $66,914-23.9% |
| Participation rate | 92.4% | 68.5%+23.9pp | 75.1%+17.3pp | 69.8%+22.5pp |
| Annual return | -15.08% | -13.81%-1.3pp | 27.45%-42.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,359 | $3,005-21.5% | $3,635-35.1% | $2,544-7.3% |
| Participant deferral / active EE | $4,510 | $3,693+22.1% | $4,728-4.6% | $4,237+6.4% |
| Admin fee / account holder | $267 | $625-57.3% | $6,410-95.8% | $593-55.0% |