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 | $27,304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,504 | $99,957-53.5% | $149,696-68.9% | $73,488-36.7% |
| Participation rate | 92.6% | 75.7%+16.9pp | 82.5%+10.1pp | 70.7%+21.9pp |
| Annual return | 14.61% | 53.87%-39.3pp | 276.60%-262.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,295 | $3,191-59.4% | $4,644-72.1% | $2,270-42.9% |
| Participant deferral / active EE | $6,453 | $6,073+6.3% | $6,842-5.7% | $3,740+72.6% |
| Admin fee / account holder | $177 | $551-67.8% | $9,309-98.1% | $513-65.4% |