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 |
|---|---|---|
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $26,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,963 | $101,317+10.5% | $146,958-23.8% | $74,495+50.3% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 17.68% | 8730.91%-8713.2pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $3,724 | $3,810-2.3% | $4,933-24.5% | $2,623+42.0% |
| Participant deferral / active EE | $8,927 | $7,303+22.2% | $8,070+10.6% | $4,346+105.4% |
| Admin fee / account holder | $39 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |