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 | $23,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,530 | $34,934-78.4% | $56,411-86.7% | $74,495-89.9% |
| Participation rate | 87.6% | 32.8%+54.8pp | 52.5%+35.1pp | 67.2%+20.4pp |
| Annual return | 14.16% | 25.94%-11.8pp | 1701.33%-1687.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $436 | $609-28.4% | $1,039-58.0% | $2,623-83.4% |
| Participant deferral / active EE | $1,116 | $1,170-4.6% | $1,952-42.8% | $4,346-74.3% |
| Admin fee / account holder | $110 | $2,364-95.4% | $2,829-96.1% | $1,942-94.3% |