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 | $79,520 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,214 | $93,182-10.7% | $146,665-43.3% | $79,386+4.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 18.59% | 21.61%-3.0pp | 22.74%-4.2pp | 116.85%-98.3pp |
| Employer contribution / active EE | $2,975 | $2,420+22.9% | $4,136-28.1% | $2,427+22.5% |
| Participant deferral / active EE | $5,783 | $4,169+38.7% | $5,506+5.0% | $4,046+42.9% |
| Admin fee / account holder | $286 | $585-51.1% | $10,280-97.2% | $626-54.3% |