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 | $7,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,959 | $102,317-24.8% | $146,958-47.6% | $80,856-4.8% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 12.52% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,496 | $3,713-5.9% | $4,933-29.1% | $2,755+26.9% |
| Participant deferral / active EE | $4,330 | $6,644-34.8% | $8,070-46.3% | $4,296+0.8% |
| Admin fee / account holder | $102 | $7,941-98.7% | $12,998-99.2% | $6,918-98.5% |