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 | $3,018 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,214 | $79,428-43.1% | $106,548-57.6% | $79,386-43.0% |
| Participation rate | 80.9% | 74.1%+6.7pp | 76.1%+4.7pp | 70.7%+10.2pp |
| Annual return | 13.17% | 18.27%-5.1pp | 26.80%-13.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,092 | $2,234-51.1% | $2,819-61.3% | $2,427-55.0% |
| Participant deferral / active EE | $2,299 | $3,823-39.9% | $4,398-47.7% | $4,046-43.2% |
| Admin fee / account holder | $199 | $523-61.9% | $7,407-97.3% | $626-68.2% |