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 | $26,868 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,097 | $87,870+4.8% | $113,168-18.6% | $74,304+23.9% |
| Participation rate | 94.6% | 70.7%+23.9pp | 76.6%+18.1pp | 60.3%+34.3pp |
| Annual return | 15.16% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.3pp |
| Employer contribution / active EE | $935 | $2,277-59.0% | $2,975-68.6% | $2,241-58.3% |
| Participant deferral / active EE | $6,509 | $4,241+53.5% | $5,107+27.5% | $3,767+72.8% |
| Admin fee / account holder | $208 | $3,368-93.8% | $12,068-98.3% | $2,969-93.0% |