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 | $92,577 |
Service code 49 · EIN 36-4430093 | Other Services | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,346 | $89,436+33.4% | $164,813-27.6% | $77,643+53.7% |
| Participation rate | 96.4% | 78.6%+17.8pp | 78.6%+17.8pp | 70.6%+25.9pp |
| Annual return | 14.41% | 28.83%-14.4pp | 69.93%-55.5pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,416 | $2,569+33.0% | $4,341-21.3% | $2,726+25.3% |
| Participant deferral / active EE | $7,365 | $4,897+50.4% | $6,031+22.1% | $4,647+58.5% |
| Admin fee / account holder | $154 | $339-54.7% | $12,690-98.8% | $430-64.3% |