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 | $34,527 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $13,272 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,972 | $24,733-35.4% | $69,647-77.1% | $74,495-78.6% |
| Participation rate | 86.2% | 63.5%+22.7pp | 66.5%+19.7pp | 67.2%+19.0pp |
| Annual return | 20.88% | 18.55%+2.3pp | 100.48%-79.6pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $299 | $1,001-70.2% | $1,712-82.6% | $2,623-88.6% |
| Participant deferral / active EE | $2,317 | $1,901+21.9% | $2,886-19.7% | $4,346-46.7% |
| Admin fee / account holder | $172 | $1,892-90.9% | $4,713-96.4% | $1,942-91.2% |