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 | $1,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,336 | $63,442-3.3% | $68,791-10.8% | $66,914-8.3% |
| Participation rate | 59.1% | 60.0%-0.9pp | 69.0%-10.0pp | 69.8%-10.7pp |
| Annual return | -10.54% | -8.29%-2.3pp | -6.38%-4.2pp | 1.58%-12.1pp |
| Employer contribution / active EE | $1,593 | $1,775-10.2% | $2,655-40.0% | $2,544-37.4% |
| Participant deferral / active EE | $2,582 | $2,945-12.3% | $3,941-34.5% | $4,237-39.0% |
| Admin fee / account holder | $14 | $577-97.5% | $4,932-99.7% | $593-97.6% |