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 7-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 | $49,897 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,950 |
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 | $17,130 | $53,053-67.7% | $126,539-86.5% | $74,304-76.9% |
| Participation rate | 86.3% | 48.0%+38.3pp | 69.8%+16.5pp | 60.3%+25.9pp |
| Annual return | 28.61% | 29.46%-0.9pp | 425.95%-397.3pp | 29.43%-0.8pp |
| Employer contribution / active EE | $1,865 | $1,168+59.7% | $3,674-49.2% | $2,241-16.8% |
| Participant deferral / active EE | $4,334 | $2,303+88.2% | $4,083+6.2% | $3,767+15.1% |
| Admin fee / account holder | $188 | $3,698-94.9% | $6,065-96.9% | $2,969-93.7% |