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 |
|---|---|---|
CROWE LLP3 years Service code 15 · EIN 35-0921680 | Recordkeeping | $13,000 |
Filed as: INVESTMENT PARTNERS LTD Service code 21 5015 BRADENTON AVE · DUBLIN, OH 43017 | Bank Trustee | $8,264 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 34 · EIN 46-5526782 | Valuation (appraisals, etc.) | $810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,584 | $44,764+274.4% | $68,791+143.6% | $64,808+158.6% |
| Participation rate | 98.5% | 64.8%+33.7pp | 69.0%+29.4pp | 71.5%+27.0pp |
| Annual return | 84.20% | -10.91%+95.1pp | -6.38%+90.6pp | 32.82%+51.4pp |
| Employer contribution / active EE | $5,372 | $1,775+202.6% | $2,655+102.3% | $2,506+114.4% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $60 | $151-60.3% | $4,932-98.8% | $188-68.0% |