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 37 · EIN 04-2647786 | Loan Processing | $63,706 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,531 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER Service code 10 · EIN 13-1639826 | Accounting | $27,070 |
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 | $29,570 | $75,388-60.8% | $123,544-76.1% | $55,725-46.9% |
| Participation rate | 86.4% | 75.7%+10.8pp | 82.3%+4.1pp | 70.9%+15.6pp |
| Annual return | -2.83% | 4.48%-7.3pp | 119.20%-122.0pp | 244.93%-247.8pp |
| Employer contribution / active EE | $2,093 | $3,063-31.7% | $4,628-54.8% | $2,078+0.7% |
| Participant deferral / active EE | $5,977 | $5,651+5.8% | $6,426-7.0% | $3,356+78.1% |
| Admin fee / account holder | $150 | $120+24.9% | $9,284-98.4% | $115+29.9% |