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 49 · EIN 74-2794194 | Other Services | $25,471 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,570 | $52,406-9.2% | $129,207-63.2% | $74,495-36.1% |
| Participation rate | 93.3% | 53.8%+39.5pp | 69.6%+23.7pp | 67.2%+26.1pp |
| Annual return | 18.09% | 15.66%+2.4pp | 9417.33%-9399.2pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $4,316 | $1,531+182.0% | $4,153+3.9% | $2,623+64.5% |
| Participant deferral / active EE | $7,588 | $2,794+171.5% | $4,168+82.1% | $4,346+74.6% |
| Admin fee / account holder | $17 | $2,633-99.4% | $7,715-99.8% | $1,942-99.1% |