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 | $109,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,904 | $64,612+130.5% | $86,436+72.3% | $64,808+129.8% |
| Participation rate | 94.6% | 81.5%+13.1pp | 80.3%+14.3pp | 71.5%+23.1pp |
| Annual return | -15.60% | 0.66%-16.3pp | 4394.89%-4410.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $7,410 | $2,744+170.0% | $3,769+96.6% | $2,506+195.7% |
| Participant deferral / active EE | $5,111 | $7,497-31.8% | $6,952-26.5% | $4,310+18.6% |
| Admin fee / account holder | $153 | $169-9.5% | $6,731-97.7% | $188-18.5% |