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 | $4,267 |
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 | $283,897 | $122,239+132.2% | $184,203+54.1% | $74,495+281.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.49% | 19.95%-6.5pp | 28.81%-15.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $9,429 | $4,537+107.8% | $6,427+46.7% | $2,623+259.5% |
| Participant deferral / active EE | $15,388 | $7,139+115.6% | $9,131+68.5% | $4,346+254.1% |
| Admin fee / account holder | $21 | $1,260-98.3% | $13,901-99.8% | $1,942-98.9% |