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 |
|---|---|---|
URBACH LAW GROUP1 year Filed as: URBACH LAW Service code 24 · EIN 26-3467266 | Discretionary Trustee | $15,976 |
PFG2+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $13,977 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,140 | $63,924-57.5% | $108,579-75.0% | $55,167-50.8% |
| Participation rate | 99.5% | 74.3%+25.2pp | 79.6%+19.9pp | 69.0%+30.5pp |
| Annual return | 178.66% | 15.31%+163.4pp | -51.70%+230.4pp | 169.23%+9.4pp |
| Employer contribution / active EE | $682 | $1,879-63.7% | $3,758-81.9% | $1,963-65.3% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $150 | $618-75.8% | $7,645-98.0% | $504-70.3% |