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 | $35,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,956 | $76,050+24.9% | $96,544-1.6% | $71,457+32.9% |
| Participation rate | 98.5% | 74.4%+24.1pp | 76.0%+22.5pp | 67.9%+30.6pp |
| Annual return | 21.15% | 22.81%-1.7pp | 25.84%-4.7pp | 28.85%-7.7pp |
| Employer contribution / active EE | $1,503 | $2,244-33.0% | $2,965-49.3% | $2,588-41.9% |
| Participant deferral / active EE | $6,033 | $4,215+43.1% | $4,851+24.4% | $4,289+40.7% |
| Admin fee / account holder | $225 | $2,707-91.7% | $8,252-97.3% | $1,587-85.8% |