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 | $29,482 |
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 | $18,599 | $86,944-78.6% | $107,525-82.7% | $74,304-75.0% |
| Participation rate | 74.6% | 59.6%+15.0pp | 75.1%-0.5pp | 60.3%+14.2pp |
| Annual return | 14.50% | 23.52%-9.0pp | 181.32%-166.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,296 | $2,757-16.7% | $3,754-38.8% | $2,241+2.5% |
| Participant deferral / active EE | $1,661 | $3,554-53.3% | $5,116-67.5% | $3,767-55.9% |
| Admin fee / account holder | $199 | $3,727-94.7% | $8,919-97.8% | $2,969-93.3% |