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 13 · EIN 01-0233346 | Contract Administrator | $30,356 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $10,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,401 | $82,917-7.9% | $103,333-26.1% | $77,643-1.6% |
| Participation rate | 90.7% | 71.6%+19.2pp | 74.5%+16.2pp | 70.6%+20.2pp |
| Annual return | 16.70% | 19.13%-2.4pp | 24.88%-8.2pp | 31.24%-14.5pp |
| Employer contribution / active EE | $4,626 | $3,552+30.3% | $3,868+19.6% | $2,726+69.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $238 | $638-62.7% | $8,355-97.2% | $430-44.7% |