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, PLLC5 years Service code 10 · EIN 46-4585449 | Accounting | $8,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,283 | $49,693-18.9% | $70,515-42.9% | $74,419-45.9% |
| Participation rate | 77.7% | 64.7%+13.0pp | 68.3%+9.3pp | 70.7%+7.0pp |
| Annual return | 17.36% | 21.22%-3.9pp | 32.77%-15.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,342 | $1,773-24.3% | $2,973-54.9% | $2,637-49.1% |
| Participant deferral / active EE | $2,855 | $3,376-15.4% | $4,567-37.5% | $4,528-37.0% |
| Admin fee / account holder | $43 | $316-86.5% | $6,412-99.3% | $348-87.7% |