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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,412 |
BAILEY, MOORE, GLAZE4 years Service code 10 · EIN 06-0674931 | Accounting | $10,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,201 | $82,978+62.9% | $129,995+4.0% | $71,457+89.2% |
| Participation rate | 74.0% | 74.1%-0.1pp | 78.5%-4.5pp | 67.9%+6.1pp |
| Annual return | 17.12% | 20.60%-3.5pp | -137.18%+154.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,439 | $2,622-7.0% | $4,320-43.5% | $2,588-5.7% |
| Participant deferral / active EE | $5,333 | $4,432+20.3% | $5,820-8.4% | $4,289+24.3% |
| Admin fee / account holder | $215 | $1,729-87.6% | $10,614-98.0% | $1,587-86.5% |