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 | $79,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,145 | $73,034-20.4% | $77,163-24.6% | $80,160-27.5% |
| Participation rate | 97.8% | 78.1%+19.7pp | 69.6%+28.3pp | 72.9%+24.9pp |
| Annual return | 20.04% | 18.56%+1.5pp | 37.87%-17.8pp | 40.38%-20.3pp |
| Employer contribution / active EE | $2,322 | $2,779-16.4% | $2,535-8.4% | $2,978-22.0% |
| Participant deferral / active EE | $4,804 | $4,140+16.0% | $3,833+25.3% | $5,017-4.3% |
| Admin fee / account holder | $35 | $104-66.0% | $5,472-99.4% | $145-75.7% |