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 |
|---|---|---|
STOWE & DEGON, LLC11+ years Service code 10 · EIN 04-3379904 | Accounting | $14,100 |
Filed as: BDS CONSULTING GROUP Service code 15 · EIN 04-2547708 | Recordkeeping | $10,300 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $3,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,691 | $56,317+116.1% | $71,209+70.9% | $74,304+63.8% |
| Participation rate | 73.0% | 55.1%+17.9pp | 73.8%-0.7pp | 60.3%+12.7pp |
| Annual return | 15.82% | 42.83%-27.0pp | 282.51%-266.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,419 | $2,160+12.0% | $2,721-11.1% | $2,241+7.9% |
| Participant deferral / active EE | $5,457 | $2,788+95.7% | $4,175+30.7% | $3,767+44.9% |
| Admin fee / account holder | $170 | $2,290-92.6% | $5,349-96.8% | $2,969-94.3% |