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 | $5,552 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,343 | $130,194+98.4% | $169,993+52.0% | $71,457+261.5% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.0%+12.3pp | 67.9%+31.4pp |
| Annual return | 19.53% | 20.37%-0.8pp | 53.37%-33.8pp | 28.85%-9.3pp |
| Employer contribution / active EE | $9,483 | $4,381+116.4% | $6,785+39.8% | $2,588+266.5% |
| Participant deferral / active EE | $15,311 | $6,923+121.2% | $10,408+47.1% | $4,289+257.0% |
| Admin fee / account holder | $28 | $966-97.1% | $12,815-99.8% | $1,587-98.2% |