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 9-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 | $20,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,857 | $69,362-31.0% | $101,248-52.7% | $73,488-34.9% |
| Participation rate | 78.8% | 68.4%+10.4pp | 75.8%+3.0pp | 70.7%+8.2pp |
| Annual return | 18.27% | 18.46%-0.2pp | 46.47%-28.2pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,632 | $2,628-37.9% | $3,660-55.4% | $2,270-28.1% |
| Participant deferral / active EE | $6,610 | $3,300+100.3% | $4,370+51.3% | $3,740+76.8% |
| Admin fee / account holder | $142 | $704-79.9% | $5,945-97.6% | $513-72.4% |