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 41-0417830 | Contract Administrator | $10,485 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,188 | $79,519-45.7% | $95,952-55.0% | $73,409-41.2% |
| Participation rate | 91.8% | 81.2%+10.7pp | 77.1%+14.8pp | 72.2%+19.7pp |
| Annual return | 13.27% | 19.20%-5.9pp | 91.61%-78.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $858 | $2,048-58.1% | $2,541-66.2% | $2,234-61.6% |
| Participant deferral / active EE | $2,744 | $4,138-33.7% | $4,167-34.2% | $3,805-27.9% |
| Admin fee / account holder | $33 | $184-81.9% | $6,795-99.5% | $158-78.9% |