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 3-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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $5,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,587 | $64,480-40.2% | $81,382-52.6% | $80,856-52.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 16.57% | 16.34%+0.2pp | 24.73%-8.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $991 | $1,978-49.9% | $2,463-59.7% | $2,755-64.0% |
| Participant deferral / active EE | $4,195 | $3,094+35.6% | $3,883+8.0% | $4,296-2.3% |
| Admin fee / account holder | $44 | $5,671-99.2% | $5,768-99.2% | $6,918-99.4% |