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 |
|---|---|---|
EISNERAMPER LLP4+ years Filed as: EISNER AMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $38,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,104 |
SABURN LAW GROUP LLC4+ years Service code 29 · EIN 46-4563063 | Legal | $12,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,302 | $69,159-11.4% | $125,175-51.0% | $67,579-9.3% |
| Participation rate | 95.7% | 78.2%+17.5pp | 79.8%+15.9pp | 71.3%+24.4pp |
| Annual return | 19.40% | 27.12%-7.7pp | 43.79%-24.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,893 | $2,023-6.5% | $3,865-51.0% | $2,148-11.9% |
| Participant deferral / active EE | $5,051 | $3,700+36.5% | $4,937+2.3% | $3,539+42.7% |
| Admin fee / account holder | $125 | $142-11.7% | $9,702-98.7% | $142-12.0% |