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 | $19,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,423 | $84,556-21.4% | $116,228-42.9% | $74,304-10.6% |
| Participation rate | 71.7% | 66.0%+5.7pp | 74.6%-2.8pp | 60.3%+11.4pp |
| Annual return | 18.48% | 18.35%+0.1pp | 90.06%-71.6pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,515 | $2,168+16.0% | $2,994-16.0% | $2,241+12.2% |
| Participant deferral / active EE | $4,702 | $3,814+23.3% | $4,953-5.1% | $3,767+24.8% |
| Admin fee / account holder | $158 | $3,792-95.8% | $11,989-98.7% | $2,969-94.7% |