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 | $50,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,740 | $122,239+11.0% | $184,203-26.3% | $74,495+82.2% |
| Participation rate | 94.9% | 85.5%+9.5pp | 86.8%+8.1pp | 67.2%+27.7pp |
| Annual return | 14.09% | 19.95%-5.9pp | 28.81%-14.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $6,283 | $4,537+38.5% | $6,427-2.2% | $2,623+139.5% |
| Participant deferral / active EE | $8,443 | $7,139+18.3% | $9,131-7.5% | $4,346+94.3% |
| Admin fee / account holder | $236 | $1,260-81.2% | $13,901-98.3% | $1,942-87.8% |