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 | $34,478 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $20,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,194 | $50,982-19.2% | $154,803-73.4% | $85,563-51.9% |
| Participation rate | 95.3% | 59.8%+35.5pp | 78.1%+17.3pp | 66.0%+29.4pp |
| Annual return | 22.85% | 30.35%-7.5pp | 58.88%-36.0pp | 31.51%-8.7pp |
| Employer contribution / active EE | $1,458 | $1,708-14.7% | $4,305-66.1% | $2,654-45.1% |
| Participant deferral / active EE | $3,286 | $2,474+32.8% | $5,540-40.7% | $4,375-24.9% |
| Admin fee / account holder | $129 | $846-84.8% | $14,329-99.1% | $834-84.6% |