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 | $11,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,415 | $122,239+37.8% | $184,203-8.6% | $74,495+126.1% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 12.37% | 19.95%-7.6pp | 28.81%-16.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $5,348 | $4,537+17.9% | $6,427-16.8% | $2,623+103.9% |
| Participant deferral / active EE | $10,646 | $7,139+49.1% | $9,131+16.6% | $4,346+145.0% |
| Admin fee / account holder | $61 | $1,260-95.2% | $13,901-99.6% | $1,942-96.9% |