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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 | $75,506 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,475 | $62,928-23.0% | $172,739-71.9% | $67,579-28.3% |
| Participation rate | 70.3% | 64.5%+5.8pp | 82.6%-12.4pp | 71.3%-1.0pp |
| Annual return | 18.49% | 30.36%-11.9pp | 802.84%-784.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $1,514 | $1,636-7.5% | $5,143-70.6% | $2,148-29.5% |
| Participant deferral / active EE | $2,888 | $2,145+34.7% | $5,198-44.4% | $3,539-18.4% |
| Admin fee / account holder | $168 | $167+0.8% | $13,954-98.8% | $142+18.1% |