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 | $29,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,437 | $52,406+7.7% | $129,207-56.3% | $74,495-24.2% |
| Participation rate | 60.1% | 53.8%+6.3pp | 69.6%-9.5pp | 67.2%-7.1pp |
| Annual return | 14.47% | 15.66%-1.2pp | 9417.33%-9402.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,863 | $1,531+21.8% | $4,153-55.1% | $2,623-29.0% |
| Participant deferral / active EE | $4,121 | $2,794+47.5% | $4,168-1.1% | $4,346-5.2% |
| Admin fee / account holder | $119 | $2,633-95.5% | $7,715-98.5% | $1,942-93.9% |