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 |
|---|---|---|
TEN CAPITAL INVESTMENT ADVISORS LLC5 years Service code 27 · EIN 42-4091726 | Advisory (Plan) | $28,351 |
RANDALL & HURLEY, INC.4 years Service code 12 · EIN 91-1661080 | Recordkeeping and information managem... | $1,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,651 | $82,664-42.4% | $125,339-62.0% | $68,494-30.4% |
| Participation rate | 84.7% | 75.0%+9.7pp | 82.4%+2.3pp | 67.9%+16.8pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,723 | $3,381-19.4% | $4,814-43.4% | $2,596+4.9% |
| Participant deferral / active EE | $5,111 | $6,110-16.4% | $7,446-31.4% | $4,027+26.9% |
| Admin fee / account holder | $262 | $6,275-95.8% | $10,010-97.4% | $5,403-95.2% |