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 | $5,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,693 | $47,126+35.2% | $149,673-57.4% | $74,419-14.4% |
| Participation rate | 87.6% | 63.4%+24.2pp | 78.8%+8.8pp | 70.7%+16.9pp |
| Annual return | 22.16% | 22.75%-0.6pp | 134.42%-112.3pp | 34.38%-12.2pp |
| Employer contribution / active EE | $3,895 | $1,905+104.4% | $4,818-19.1% | $2,637+47.7% |
| Participant deferral / active EE | $9,221 | $2,728+238.0% | $5,680+62.3% | $4,528+103.6% |
| Admin fee / account holder | $19 | $343-94.4% | $13,210-99.9% | $348-94.5% |