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 9-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 |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $23,900 |
MARKOVITZ, DUGAN & ASSOCIATES LLP1+ years Service code 10 · EIN 25-1851188 | Accounting | $20,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,885 | $88,324-67.3% | $115,037-74.9% | $55,191-47.7% |
| Participation rate | 99.1% | 72.5%+26.6pp | 81.4%+17.7pp | 69.2%+29.9pp |
| Annual return | 18.21% | 6.30%+11.9pp | 26.14%-7.9pp | 10.78%+7.4pp |
| Employer contribution / active EE | $3,049 | $2,805+8.7% | $4,608-33.8% | $1,899+60.6% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $45 | $105-57.3% | $8,175-99.4% | $91-50.4% |