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 |
|---|---|---|
TAWNEY, PLLC6 years Service code 10 · EIN 46-4585449 | Accounting | $9,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,268 | $55,416-21.9% | $75,972-43.0% | $77,643-44.3% |
| Participation rate | 87.5% | 63.6%+23.9pp | 69.1%+18.4pp | 70.6%+16.9pp |
| Annual return | 13.06% | 17.07%-4.0pp | 359.55%-346.5pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,592 | $1,788-10.9% | $2,685-40.7% | $2,726-41.6% |
| Participant deferral / active EE | $3,554 | $3,447+3.1% | $4,255-16.5% | $4,647-23.5% |
| Admin fee / account holder | $44 | $414-89.4% | $6,467-99.3% | $430-89.8% |