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 | $49,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,789 | $82,978-8.7% | $129,995-41.7% | $71,457+6.1% |
| Participation rate | 95.6% | 74.1%+21.5pp | 78.5%+17.1pp | 67.9%+27.6pp |
| Annual return | 16.43% | 20.60%-4.2pp | -137.18%+153.6pp | 28.85%-12.4pp |
| Employer contribution / active EE | $828 | $2,622-68.4% | $4,320-80.8% | $2,588-68.0% |
| Participant deferral / active EE | $5,498 | $4,432+24.1% | $5,820-5.5% | $4,289+28.2% |
| Admin fee / account holder | $284 | $1,729-83.6% | $10,614-97.3% | $1,587-82.1% |