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 27 · EIN 82-1492364 | Advisory (Plan) | $20,000 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,395 | $101,317+43.5% | $146,958-1.1% | $74,495+95.2% |
| Participation rate | 82.9% | 75.5%+7.4pp | 82.2%+0.8pp | 67.2%+15.7pp |
| Annual return | 20.13% | 8730.91%-8710.8pp | 418.34%-398.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $17,107 | $3,810+349.0% | $4,933+246.8% | $2,623+552.2% |
| Participant deferral / active EE | $12,759 | $7,303+74.7% | $8,070+58.1% | $4,346+193.6% |
| Admin fee / account holder | $171 | $1,739-90.2% | $12,998-98.7% | $1,942-91.2% |