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 |
|---|---|---|
CHESTER M. KEARNEY1 year Filed as: CHESTER M KEARNEY Service code 10 · EIN 01-0411241 | Accounting | $11,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,840 | $79,428+28.2% | $106,548-4.4% | $79,386+28.3% |
| Participation rate | 93.1% | 74.1%+19.0pp | 76.1%+17.0pp | 70.7%+22.4pp |
| Annual return | 11.91% | 18.27%-6.4pp | 26.80%-14.9pp | 116.85%-104.9pp |
| Employer contribution / active EE | $3,554 | $2,234+59.1% | $2,819+26.1% | $2,427+46.4% |
| Participant deferral / active EE | $5,647 | $3,823+47.7% | $4,398+28.4% | $4,046+39.6% |
| Admin fee / account holder | $63 | $523-87.9% | $7,407-99.1% | $626-89.9% |