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 | $60,622 |
Filed as: INVESTMENT RESEARCH Service code 27 · EIN 32-0438196 | Advisory (Plan) | $30,546 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,505 | $62,127+55.3% | $81,382+18.6% | $74,495+29.5% |
| Participation rate | 98.0% | 64.0%+34.0pp | 69.5%+28.5pp | 67.2%+30.8pp |
| Annual return | 11.01% | 16.48%-5.5pp | 24.73%-13.7pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $5,215 | $1,882+177.0% | $2,463+111.7% | $2,623+98.8% |
| Participant deferral / active EE | $7,071 | $3,229+119.0% | $3,883+82.1% | $4,346+62.7% |
| Admin fee / account holder | $245 | $1,934-87.3% | $5,768-95.8% | $1,942-87.4% |