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 | $11,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,310 | $78,485-29.5% | $106,213-47.9% | $74,495-25.8% |
| Participation rate | 71.2% | 72.8%-1.6pp | 75.3%-4.0pp | 67.2%+4.0pp |
| Annual return | 18.84% | 15.95%+2.9pp | 116.14%-97.3pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,370 | $2,523-45.7% | $3,171-56.8% | $2,623-47.8% |
| Participant deferral / active EE | $3,636 | $4,322-15.9% | $5,016-27.5% | $4,346-16.3% |
| Admin fee / account holder | $110 | $2,232-95.1% | $11,033-99.0% | $1,942-94.3% |