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 41-0417830 | Contract Administrator | $5,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,008 | $84,487-32.5% | $125,339-54.5% | $66,914-14.8% |
| Participation rate | 79.8% | 76.4%+3.4pp | 82.4%-2.6pp | 69.8%+10.0pp |
| Annual return | -18.00% | -8.39%-9.6pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,133 | $3,553-40.0% | $4,814-55.7% | $2,544-16.1% |
| Participant deferral / active EE | $8,909 | $6,781+31.4% | $7,446+19.6% | $4,237+110.3% |
| Admin fee / account holder | $34 | $685-95.1% | $10,010-99.7% | $593-94.3% |