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 |
|---|---|---|
CLEARSTEAD ADVISORS, LLC2 years Service code 14 · EIN 34-1597728 | Plan Administrator | $20,524 |
BKD, LLP2 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,110 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,437 | $60,989+115.5% | $60,874+115.9% | $66,914+96.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 73.1%+18.6pp | 69.8%+21.9pp |
| Annual return | -10.89% | -9.60%-1.3pp | 16.90%-27.8pp | 1.58%-12.5pp |
| Employer contribution / active EE | $3,106 | $2,661+16.8% | $2,701+15.0% | $2,544+22.1% |
| Participant deferral / active EE | $4,594 | $3,615+27.1% | $3,817+20.4% | $4,237+8.4% |
| Admin fee / account holder | $138 | $338-59.1% | $3,224-95.7% | $593-76.7% |