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 | $71,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,661 | $91,762-62.2% | $67,502-48.7% | $77,643-55.4% |
| Participation rate | 89.3% | 75.9%+13.4pp | 72.9%+16.4pp | 70.6%+18.7pp |
| Annual return | 17.33% | 14.87%+2.5pp | 3512.12%-3494.8pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,495 | $3,181-53.0% | $2,731-45.3% | $2,726-45.2% |
| Participant deferral / active EE | $2,359 | $3,903-39.6% | $4,000-41.0% | $4,647-49.2% |
| Admin fee / account holder | $33 | $176-81.5% | $3,998-99.2% | $430-92.4% |