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 | $25,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,980 | $74,706+134.2% | $75,696+131.2% | $79,386+120.4% |
| Participation rate | 97.6% | 75.3%+22.3pp | 74.8%+22.8pp | 70.7%+26.9pp |
| Annual return | 12.78% | 18.52%-5.7pp | 104.53%-91.8pp | 116.85%-104.1pp |
| Employer contribution / active EE | $7,406 | $2,590+186.0% | $2,743+170.0% | $2,427+205.1% |
| Participant deferral / active EE | $9,720 | $3,533+175.1% | $3,821+154.4% | $4,046+140.3% |
| Admin fee / account holder | $157 | $374-58.0% | $3,619-95.7% | $626-74.9% |