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 37 · EIN 04-2647786 | Loan Processing | $11,406 |
NAWROCKI SMITH LLP6 years Service code 49 · EIN 74-3216978 | Other Services | $9,500 |
UNITED BENEFIT PENSIONS INC.5 years Service code 49 · EIN 36-4517541 | Other Services | $7,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,355 | $86,944-60.5% | $107,525-68.0% | $74,304-53.8% |
| Participation rate | 96.0% | 59.6%+36.4pp | 75.1%+20.9pp | 60.3%+35.7pp |
| Annual return | 16.70% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,445 | $2,757-11.3% | $3,754-34.9% | $2,241+9.1% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $250 | $3,727-93.3% | $8,919-97.2% | $2,969-91.6% |