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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $76,080 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $29,185 |
SPEAR WILDERMAN7+ years Service code 29 · EIN 25-2331913 | Legal | $15,375 |
KOSMERL & COMPANY, P.C.1 year Filed as: KOSMERL & COMPANY P.C. Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $13,432 |
CYPHER & CYPHER7+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $7,647 |
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 | $12,610 | $78,275-83.9% | $109,143-88.4% | $86,799-85.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 17.31% | 19.14%-1.8pp | 25.75%-8.4pp | 97.91%-80.6pp |
| Employer contribution / active EE | $2,778 | $3,105-10.5% | $3,722-25.4% | $2,405+15.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $139 | $198-30.0% | $6,752-97.9% | $170-18.1% |