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 91-2090931 | Contract Administrator | $13,200 |
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 | $64,516 | $77,660-16.9% | $109,143-40.9% | $79,386-18.7% |
| Participation rate | 34.2% | 67.8%-33.6pp | 75.9%-41.6pp | 70.7%-36.5pp |
| Annual return | 14.58% | 23.44%-8.9pp | 25.75%-11.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $965 | $2,797-65.5% | $3,722-74.1% | $2,427-60.2% |
| Participant deferral / active EE | $1,668 | $3,518-52.6% | $4,653-64.2% | $4,046-58.8% |
| Admin fee / account holder | $220 | $732-69.9% | $6,752-96.7% | $626-64.8% |