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 17 · EIN 13-5674085 | Pension Consulting | $38,827 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,273 | $72,254+8.3% | $86,677-9.7% | $64,808+20.8% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.6%+0.7pp | 71.5%+5.8pp |
| Annual return | -11.75% | 392.42%-404.2pp | 35.91%-47.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $3,088 | $2,393+29.1% | $2,836+8.9% | $2,506+23.2% |
| Participant deferral / active EE | $5,479 | $4,658+17.6% | $4,656+17.7% | $4,310+27.1% |
| Admin fee / account holder | $263 | $174+51.4% | $7,493-96.5% | $188+40.1% |