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.2+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $26,195 |
FIDUCIA GROUP LLC1 year Filed as: FIDUCIA GROUP Service code 16 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Consulting | $16,000 |
MARKOVITZ, DUGAN & ASSOCIATES LLP2+ years Service code 10 · EIN 25-1851188 | Accounting | $10,500 |
CITIZENS BANK1 year Service code 19 P.O. BOX 9587 · PROVIDENCE, RI 02940 | Securities Custodian | $4,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,187 | $80,177-59.9% | $123,892-74.0% | $57,658-44.2% |
| Participation rate | 99.2% | 74.4%+24.8pp | 81.4%+17.8pp | 70.2%+29.0pp |
| Annual return | 14.61% | 17.90%-3.3pp | 47.52%-32.9pp | 5.13%+9.5pp |
| Employer contribution / active EE | $3,017 | $2,913+3.6% | $4,617-34.7% | $1,974+52.8% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $51 | $106-52.2% | $8,357-99.4% | $95-46.2% |