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 |
|---|---|---|
PROSKAUER ROSE LLP7+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $14,994 |
BREDHOFF & KAISER7+ years Service code 29 · EIN 52-0969534 | Legal | $7,217 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,634 | $47,898+479.6% | $117,472+136.3% | $64,808+328.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 70.6%+29.4pp | 71.5%+28.5pp |
| Annual return | -15.63% | -15.54%-0.1pp | 29.74%-45.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,176-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $23,154 | $3,151+634.9% | $4,070+468.9% | $4,310+437.2% |
| Admin fee / account holder | $84 | $132-36.2% | $5,645-98.5% | $188-55.2% |