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 |
|---|---|---|
WISS & COMPANY, LLP1 year Filed as: WISS Service code 10 14 PENN PLAZA · NEW YORK, NY 10122 | Accounting | $53,459 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,770 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,583 | $66,302-46.3% | $110,238-67.7% | $56,287-36.8% |
| Participation rate | 96.8% | 74.9%+21.9pp | 79.8%+17.0pp | 69.9%+27.0pp |
| Annual return | -5.73% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,026 | $2,047-1.0% | $3,826-47.1% | $2,111-4.0% |
| Participant deferral / active EE | $5,514 | $3,381+63.1% | $4,672+18.0% | $3,350+64.6% |
| Admin fee / account holder | $242 | $698-65.3% | $8,547-97.2% | $521-53.5% |