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 9-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 | $6,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,528 | $72,482-4.1% | $129,110-46.1% | $64,808+7.3% |
| Participation rate | 96.0% | 79.2%+16.7pp | 77.3%+18.7pp | 71.5%+24.5pp |
| Annual return | -14.51% | -9.08%-5.4pp | -10.94%-3.6pp | 32.82%-47.3pp |
| Employer contribution / active EE | $7,347 | $4,247+73.0% | $5,052+45.4% | $2,506+193.2% |
| Participant deferral / active EE | $10,014 | $5,679+76.3% | $6,542+53.1% | $4,310+132.3% |
| Admin fee / account holder | $13 | $144-91.1% | $14,302-99.9% | $188-93.1% |