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 |
|---|---|---|
COOPER HAIMS ADVISORS, LLC8+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $67,977 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $52,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,054 | $106,236+26.2% | $112,228+19.4% | $64,808+106.8% |
| Participation rate | 98.5% | 71.7%+26.9pp | 75.1%+23.5pp | 71.5%+27.1pp |
| Annual return | -11.50% | -6.02%-5.5pp | 27.45%-38.9pp | 32.82%-44.3pp |
| Employer contribution / active EE | $3,624 | $3,166+14.5% | $3,635-0.3% | $2,506+44.6% |
| Participant deferral / active EE | $9,017 | $3,785+138.2% | $4,728+90.7% | $4,310+109.2% |
| Admin fee / account holder | $275 | $452-39.1% | $6,410-95.7% | $188+46.5% |