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 | $25,730 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,217 | $64,119-31.0% | $112,228-60.6% | $66,914-33.9% |
| Participation rate | 86.2% | 68.5%+17.7pp | 75.1%+11.1pp | 69.8%+16.4pp |
| Annual return | -14.92% | -13.81%-1.1pp | 27.45%-42.4pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,743 | $3,693+55.5% | $4,728+21.5% | $4,237+35.6% |
| Admin fee / account holder | $218 | $625-65.1% | $6,410-96.6% | $593-63.2% |