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 17 · EIN 36-4291971 | Pension Consulting | $50,000 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $4,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,734 | $84,784+15.3% | $98,439-0.7% | $74,419+31.3% |
| Participation rate | 99.1% | 81.5%+17.6pp | 75.2%+23.9pp | 70.7%+28.4pp |
| Annual return | 17.77% | 20.59%-2.8pp | 21.16%-3.4pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,164 | $3,364-65.4% | $3,048-61.8% | $2,637-55.8% |
| Participant deferral / active EE | $8,710 | $5,218+66.9% | $4,738+83.8% | $4,528+92.4% |
| Admin fee / account holder | $125 | $204-39.1% | $8,948-98.6% | $348-64.2% |