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 | $39,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,882 | $89,436-25.2% | $164,813-59.4% | $77,643-13.9% |
| Participation rate | 94.9% | 78.6%+16.2pp | 78.6%+16.3pp | 70.6%+24.3pp |
| Annual return | 13.84% | 28.83%-15.0pp | 69.93%-56.1pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,359 | $2,569-8.2% | $4,341-45.7% | $2,726-13.5% |
| Participant deferral / active EE | $4,296 | $4,897-12.3% | $6,031-28.8% | $4,647-7.6% |
| Admin fee / account holder | $114 | $339-66.5% | $12,690-99.1% | $430-73.6% |