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 |
|---|---|---|
Filed as: STOLBERG, EBBELING.. Service code 10 · EIN 20-1260740 | Accounting | $14,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,472 | $86,944+46.6% | $107,525+18.6% | $74,304+71.6% |
| Participation rate | 88.1% | 59.6%+28.5pp | 75.1%+13.0pp | 60.3%+27.7pp |
| Annual return | 17.35% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,262 | $2,757-18.0% | $3,754-39.7% | $2,241+0.9% |
| Participant deferral / active EE | $9,860 | $3,554+177.4% | $5,116+92.7% | $3,767+161.7% |
| Admin fee / account holder | $119 | $3,727-96.8% | $8,919-98.7% | $2,969-96.0% |