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 |
|---|---|---|
Filed as: EMPOWER Service code 15 · EIN 84-1455663 | Recordkeeping | $98,413 |
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $50,000 |
TUCKER ARENSBERG11+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $27,876 |
DICLAUDIO & KRAMER, LLC11+ years Service code 10 · EIN 27-0889793 | Accounting | $21,554 |
Filed as: LOGAN, METTLEY, & NEWCOMER, PLC Service code 29 · EIN 33-1365351 | Legal | $11,032 |
ALLAN BATES AND ASSOCIATES11+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $4,941 |
MEYER, UNKOVIC & SCOTT7 years Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $1,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,878 | $103,641+12.8% | $107,525+8.7% | $102,872+13.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 11.18% | 13.08%-1.9pp | 181.32%-170.1pp | 19.06%-7.9pp |
| Employer contribution / active EE | $7,906 | $5,096+55.1% | $3,754+110.6% | $3,526+124.2% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $296 | $276+7.1% | $8,919-96.7% | $292+1.2% |