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 | $8,625 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,210 | $71,883-87.2% | $86,677-89.4% | $68,494-86.6% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.4pp | 67.9%+30.0pp |
| Annual return | -17.27% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $641 | $2,173-70.5% | $2,836-77.4% | $2,596-75.3% |
| Participant deferral / active EE | $1,769 | $3,779-53.2% | $4,656-62.0% | $4,027-56.1% |
| Admin fee / account holder | $75 | $6,112-98.8% | $7,493-99.0% | $5,403-98.6% |