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 | $47,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,087 | $42,353+37.2% | $79,550-27.0% | $64,808-10.4% |
| Participation rate | 96.0% | 64.8%+31.2pp | 69.5%+26.5pp | 71.5%+24.5pp |
| Annual return | -15.74% | -12.24%-3.5pp | 0.16%-15.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,733 | $1,181+46.8% | $2,413-28.2% | $2,506-30.8% |
| Participant deferral / active EE | $4,263 | $3,170+34.5% | $3,985+7.0% | $4,310-1.1% |
| Admin fee / account holder | $84 | $160-47.5% | $6,832-98.8% | $188-55.4% |