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 8-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 | $1,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,911 | $76,670-28.4% | $96,683-43.2% | $71,457-23.2% |
| Participation rate | 51.0% | 66.6%-15.6pp | 74.3%-23.3pp | 67.9%-16.9pp |
| Annual return | 20.06% | 48.29%-28.2pp | 35.69%-15.6pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,472 | $3,031-51.4% | $3,737-60.6% | $2,588-43.1% |
| Participant deferral / active EE | $2,761 | $3,771-26.8% | $4,878-43.4% | $4,289-35.6% |
| Admin fee / account holder | $14 | $2,028-99.3% | $6,730-99.8% | $1,587-99.1% |