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, PLLC4 years Service code 10 · EIN 46-4585449 | Accounting | $8,627 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,865 | $44,764-17.6% | $68,791-46.4% | $64,808-43.1% |
| Participation rate | 75.7% | 64.8%+10.9pp | 69.0%+6.7pp | 71.5%+4.2pp |
| Annual return | -16.19% | -10.91%-5.3pp | -6.38%-9.8pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,265 | $1,775-28.8% | $2,655-52.4% | $2,506-49.5% |
| Participant deferral / active EE | $2,680 | $3,238-17.2% | $3,941-32.0% | $4,310-37.8% |
| Admin fee / account holder | $43 | $151-71.7% | $4,932-99.1% | $188-77.2% |