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 | $29,629 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,368 | $59,159-75.7% | $159,960-91.0% | $66,914-78.5% |
| Participation rate | 96.6% | 68.1%+28.5pp | 78.0%+18.7pp | 69.8%+26.8pp |
| Annual return | -16.77% | -12.26%-4.5pp | 408.60%-425.4pp | 1.58%-18.3pp |
| Employer contribution / active EE | $704 | $1,983-64.5% | $4,226-83.3% | $2,544-72.3% |
| Participant deferral / active EE | $2,663 | $4,395-39.4% | $6,182-56.9% | $4,237-37.2% |
| Admin fee / account holder | $108 | $591-81.7% | $8,698-98.8% | $593-81.8% |