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 | $49,938 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $31,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,648 | $101,317-50.0% | $146,958-65.5% | $74,495-32.0% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 14.28% | 8730.91%-8716.6pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,679 | $3,810-29.7% | $4,933-45.7% | $2,623+2.2% |
| Participant deferral / active EE | $5,155 | $7,303-29.4% | $8,070-36.1% | $4,346+18.6% |
| Admin fee / account holder | $258 | $1,739-85.2% | $12,998-98.0% | $1,942-86.7% |