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 | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,372 | $64,119+39.4% | $112,228-20.4% | $66,914+33.6% |
| Participation rate | 86.0% | 68.5%+17.5pp | 75.1%+10.9pp | 69.8%+16.2pp |
| Annual return | -17.21% | -13.81%-3.4pp | 27.45%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,628 | $3,005-45.8% | $3,635-55.2% | $2,544-36.0% |
| Participant deferral / active EE | $8,053 | $3,693+118.1% | $4,728+70.3% | $4,237+90.1% |
| Admin fee / account holder | $92 | $625-85.3% | $6,410-98.6% | $593-84.5% |