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 | $4,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,445 | $84,556+11.7% | $116,228-18.7% | $74,304+27.1% |
| Participation rate | 97.4% | 66.0%+31.4pp | 74.6%+22.8pp | 60.3%+37.0pp |
| Annual return | 15.75% | 18.35%-2.6pp | 90.06%-74.3pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,406 | $2,168+11.0% | $2,994-19.7% | $2,241+7.4% |
| Participant deferral / active EE | $5,204 | $3,814+36.4% | $4,953+5.1% | $3,767+38.1% |
| Admin fee / account holder | $24 | $3,792-99.4% | $11,989-99.8% | $2,969-99.2% |