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 | $33,036 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,563 | $80,724-12.6% | $103,333-31.7% | $74,495-5.3% |
| Participation rate | 82.0% | 65.7%+16.3pp | 74.5%+7.4pp | 67.2%+14.8pp |
| Annual return | 25.92% | 27.56%-1.6pp | 24.88%+1.0pp | 1364.94%-1339.0pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,225 | $3,860+61.2% | $5,057+23.1% | $4,346+43.2% |
| Admin fee / account holder | $266 | $2,368-88.7% | $8,355-96.8% | $1,942-86.3% |