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 | $35,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,298 | $50,982-5.3% | $154,803-68.8% | $85,563-43.6% |
| Participation rate | 92.2% | 59.8%+32.4pp | 78.1%+14.1pp | 66.0%+26.2pp |
| Annual return | 12.97% | 30.35%-17.4pp | 58.88%-45.9pp | 31.51%-18.5pp |
| Employer contribution / active EE | $1,600 | $1,708-6.4% | $4,305-62.8% | $2,654-39.7% |
| Participant deferral / active EE | $5,044 | $2,474+103.8% | $5,540-9.0% | $4,375+15.3% |
| Admin fee / account holder | $108 | $846-87.2% | $14,329-99.2% | $834-87.0% |