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 | $42,419 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $13,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,629 | $106,028-43.8% | $146,958-59.4% | $77,643-23.2% |
| Participation rate | 93.9% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 14.55% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,832 | $4,063-54.9% | $4,933-62.9% | $2,726-32.8% |
| Participant deferral / active EE | $7,901 | $7,990-1.1% | $8,070-2.1% | $4,647+70.0% |
| Admin fee / account holder | $165 | $337-51.1% | $12,998-98.7% | $430-61.7% |