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 | $42,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,838 | $79,171-14.3% | $102,423-33.8% | $74,495-8.9% |
| Participation rate | 85.4% | 74.8%+10.6pp | 76.5%+8.9pp | 67.2%+18.2pp |
| Annual return | 74.57% | 54.93%+19.6pp | 29.32%+45.3pp | 1364.94%-1290.4pp |
| Employer contribution / active EE | $3,716 | $2,362+57.3% | $3,023+22.9% | $2,623+41.7% |
| Participant deferral / active EE | $7,361 | $4,415+66.7% | $5,053+45.7% | $4,346+69.4% |
| Admin fee / account holder | $273 | $2,001-86.4% | $9,451-97.1% | $1,942-86.0% |