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 | $28,482 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $24,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,054 | $82,978-38.5% | $129,995-60.7% | $71,457-28.6% |
| Participation rate | 95.0% | 74.1%+20.9pp | 78.5%+16.5pp | 67.9%+27.1pp |
| Annual return | 24.29% | 20.60%+3.7pp | -137.18%+161.5pp | 28.85%-4.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,947 | $4,432+79.3% | $5,820+36.5% | $4,289+85.3% |
| Admin fee / account holder | $282 | $1,729-83.7% | $10,614-97.3% | $1,587-82.2% |