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 | $4,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,155 | $96,486-54.2% | $153,485-71.2% | $77,643-43.1% |
| Participation rate | 95.2% | 81.6%+13.6pp | 77.1%+18.1pp | 70.6%+24.7pp |
| Annual return | 15.70% | 14.44%+1.3pp | 15.65%0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,088 | $5,224-60.0% | $5,039-58.6% | $2,726-23.4% |
| Participant deferral / active EE | $5,543 | $6,609-16.1% | $6,757-18.0% | $4,647+19.3% |
| Admin fee / account holder | $218 | $182+19.5% | $12,724-98.3% | $430-49.3% |