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 | $53,466 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,486 | $29,548-78.0% | $56,411-88.5% | $77,643-91.6% |
| Participation rate | 89.8% | 32.7%+57.2pp | 52.5%+37.4pp | 70.6%+19.3pp |
| Annual return | 55.85% | 19.01%+36.8pp | 1701.33%-1645.5pp | 31.24%+24.6pp |
| Employer contribution / active EE | $349 | $568-38.4% | $1,039-66.4% | $2,726-87.2% |
| Participant deferral / active EE | $872 | $1,061-17.8% | $1,952-55.3% | $4,647-81.2% |
| Admin fee / account holder | $85 | $1,046-91.9% | $2,829-97.0% | $430-80.2% |