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 9-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 |
|---|---|---|
WARD FISHER & COMPANY5 years Filed as: WARD FISHER & CO. Service code 10 · EIN 05-0234540 | Accounting | $15,600 |
ADMINISTRATION SERVICES INC.9+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,189 | $54,517+195.7% | $75,972+112.2% | $74,495+116.4% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 31.30% | 31.82%-0.5pp | 359.55%-328.2pp | 1364.94%-1333.6pp |
| Employer contribution / active EE | $11,667 | $1,777+556.5% | $2,685+334.5% | $2,623+344.8% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $269 | $2,229-87.9% | $6,467-95.8% | $1,942-86.1% |