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 | $36,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,843 | $84,487-36.3% | $125,339-57.0% | $66,914-19.5% |
| Participation rate | 96.2% | 76.4%+19.8pp | 82.4%+13.9pp | 69.8%+26.4pp |
| Annual return | -12.92% | -8.39%-4.5pp | 572.05%-585.0pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,977 | $3,553-44.4% | $4,814-58.9% | $2,544-22.3% |
| Participant deferral / active EE | $8,187 | $6,781+20.7% | $7,446+9.9% | $4,237+93.2% |
| Admin fee / account holder | $237 | $685-65.4% | $10,010-97.6% | $593-60.1% |