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 | $2,942 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,562 | $81,474-30.6% | $133,956-57.8% | $73,488-23.0% |
| Participation rate | 83.4% | 76.4%+7.1pp | 79.8%+3.6pp | 70.7%+12.8pp |
| Annual return | 13.76% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,335 | $2,209-39.6% | $3,919-65.9% | $2,270-41.2% |
| Participant deferral / active EE | $4,116 | $3,786+8.7% | $5,048-18.5% | $3,740+10.1% |
| Admin fee / account holder | $18 | $713-97.5% | $8,927-99.8% | $513-96.5% |