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 91-1035498 | Contract Administrator | $22,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,091 | $50,956-44.9% | $96,562-70.9% | $86,799-67.6% |
| Participation rate | 75.9% | 65.2%+10.7pp | 69.8%+6.1pp | 72.3%+3.7pp |
| Annual return | 14.77% | 21.27%-6.5pp | 37.78%-23.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,097 | $1,111-1.2% | $2,356-53.4% | $2,405-54.4% |
| Participant deferral / active EE | $3,541 | $2,954+19.9% | $3,849-8.0% | $4,131-14.3% |
| Admin fee / account holder | $50 | $166-70.0% | $6,181-99.2% | $170-70.6% |