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 |
|---|---|---|
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $25,410 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,428 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,059 | $66,457+28.0% | $81,382+4.5% | $77,643+9.6% |
| Participation rate | 94.0% | 68.7%+25.2pp | 69.5%+24.5pp | 70.6%+23.4pp |
| Annual return | 14.25% | 15.93%-1.7pp | 24.73%-10.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,912 | $2,159+34.9% | $2,463+18.2% | $2,726+6.8% |
| Participant deferral / active EE | $4,804 | $3,679+30.6% | $3,883+23.7% | $4,647+3.4% |
| Admin fee / account holder | $20 | $583-96.5% | $5,768-99.7% | $430-95.3% |