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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.
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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 | $19,574 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,084 | $76,670-88.2% | $96,683-90.6% | $71,457-87.3% |
| Participation rate | 83.7% | 66.6%+17.1pp | 74.3%+9.3pp | 67.9%+15.8pp |
| Annual return | 16.36% | 48.29%-31.9pp | 35.69%-19.3pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,021 | $3,031-33.3% | $3,737-45.9% | $2,588-21.9% |
| Participant deferral / active EE | $1,092 | $3,771-71.0% | $4,878-77.6% | $4,289-74.5% |
| Admin fee / account holder | $109 | $2,028-94.6% | $6,730-98.4% | $1,587-93.1% |