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 06-1050034 | Contract Administrator | $67,991 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,980 | $88,515+99.9% | $162,163+9.1% | $67,579+161.9% |
| Participation rate | 87.6% | 86.8%+0.8pp | 87.6%0pp | 71.3%+16.3pp |
| Annual return | 23.05% | 27.04%-4.0pp | 115.59%-92.5pp | 378.56%-355.5pp |
| Employer contribution / active EE | $3,601 | $3,563+1.1% | $5,614-35.9% | $2,148+67.7% |
| Participant deferral / active EE | $9,585 | $5,724+67.5% | $7,298+31.3% | $3,539+170.8% |
| Admin fee / account holder | $5 | $124-96.0% | $10,843-100.0% | $142-96.5% |