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 | $28,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,568 | $52,406-43.6% | $129,207-77.1% | $74,495-60.3% |
| Participation rate | 90.3% | 53.8%+36.5pp | 69.6%+20.7pp | 67.2%+23.1pp |
| Annual return | 14.73% | 15.66%-0.9pp | 9417.33%-9402.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,511 | $1,531+64.1% | $4,153-39.5% | $2,623-4.3% |
| Participant deferral / active EE | $3,362 | $2,794+20.3% | $4,168-19.3% | $4,346-22.6% |
| Admin fee / account holder | $186 | $2,633-92.9% | $7,715-97.6% | $1,942-90.4% |