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 | $29,769 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,632 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,059 | $57,281-40.5% | $86,612-60.7% | $75,163-54.7% |
| Participation rate | 95.7% | 63.2%+32.5pp | 71.7%+24.0pp | 67.2%+28.6pp |
| Annual return | 21.25% | 2670.75%-2649.5pp | 591.07%-569.8pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,786 | $2,314+20.4% | $3,022-7.8% | $2,670+4.3% |
| Participant deferral / active EE | $4,859 | $3,318+46.5% | $4,438+9.5% | $4,125+17.8% |
| Admin fee / account holder | $229 | $4,112-94.4% | $5,614-95.9% | $5,651-95.9% |