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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $36,250 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,536 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $17,593 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,462 | $130,194+1.7% | $169,993-22.1% | $71,457+85.4% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.0%+7.1pp | 67.9%+26.2pp |
| Annual return | 21.22% | 20.37%+0.9pp | 53.37%-32.2pp | 28.85%-7.6pp |
| Employer contribution / active EE | $4,215 | $4,381-3.8% | $6,785-37.9% | $2,588+62.9% |
| Participant deferral / active EE | $9,700 | $6,923+40.1% | $10,408-6.8% | $4,289+126.2% |
| Admin fee / account holder | $288 | $966-70.2% | $12,815-97.8% | $1,587-81.9% |