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 | $21,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,184 | $48,335-45.8% | $121,098-78.4% | $71,457-63.4% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 17.97% | 23.32%-5.4pp | 985.75%-967.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,449 | $1,489+64.5% | $4,164-41.2% | $2,588-5.3% |
| Participant deferral / active EE | $3,345 | $2,754+21.5% | $4,080-18.0% | $4,289-22.0% |
| Admin fee / account holder | $162 | $1,841-91.2% | $5,644-97.1% | $1,587-89.8% |