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 | $40,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,539 | $79,171+11.8% | $102,423-13.6% | $74,495+18.9% |
| Participation rate | 96.1% | 74.8%+21.3pp | 76.5%+19.6pp | 67.2%+28.9pp |
| Annual return | 18.06% | 54.93%-36.9pp | 29.32%-11.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $808 | $2,362-65.8% | $3,023-73.3% | $2,623-69.2% |
| Participant deferral / active EE | $2,960 | $4,415-33.0% | $5,053-41.4% | $4,346-31.9% |
| Admin fee / account holder | $294 | $2,001-85.3% | $9,451-96.9% | $1,942-84.9% |