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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 41-0417830 | Contract Administrator | $8,497 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,585 | $130,194-23.5% | $169,993-41.4% | $71,457+39.4% |
| Participation rate | 82.0% | 86.1%-4.1pp | 87.0%-5.0pp | 67.9%+14.1pp |
| Annual return | 19.06% | 20.37%-1.3pp | 53.37%-34.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $5,310 | $4,381+21.2% | $6,785-21.7% | $2,588+105.2% |
| Participant deferral / active EE | $3,699 | $6,923-46.6% | $10,408-64.5% | $4,289-13.7% |
| Admin fee / account holder | $58 | $966-94.0% | $12,815-99.5% | $1,587-96.3% |