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.
| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP2+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $20,700 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,132 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,466 | $168,082+174.5% | $150,045+207.6% | - |
| Participation rate | 85.5% | 71.4%+14.1pp | 82.3%+3.2pp | - |
| Annual return | 14.30% | 24.81%-10.5pp | 62.55%-48.2pp | - |
| Employer contribution / active EE | $7,714 | $3,603+114.1% | $4,693+64.4% | - |
| Participant deferral / active EE | $10,557 | $7,053+49.7% | $7,997+32.0% | - |
| Admin fee / account holder | $79 | $7,866-99.0% | $13,435-99.4% | - |