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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 5-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 | $710 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,298 | $79,013-64.2% | $100,391-71.8% | $74,495-62.0% |
| Participation rate | 75.7% | 79.5%-3.8pp | 81.5%-5.8pp | 67.2%+8.5pp |
| Annual return | 30.47% | 20.41%+10.1pp | 49.20%-18.7pp | 1364.94%-1334.5pp |
| Employer contribution / active EE | $3,482 | $3,021+15.3% | $3,942-11.7% | $2,623+32.8% |
| Participant deferral / active EE | $3,235 | $7,760-58.3% | $8,082-60.0% | $4,346-25.6% |
| Admin fee / account holder | $86 | $1,320-93.5% | $7,899-98.9% | $1,942-95.6% |