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 |
|---|---|---|
BARSELLA/SHANNON/KRAPF/HASBROUK3 years Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,878 | $73,638-52.6% | $95,952-63.7% | $73,488-52.5% |
| Participation rate | 97.2% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 11.87% | 16.78%-4.9pp | 91.61%-79.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,775 | $1,863-4.8% | $2,541-30.2% | $2,270-21.8% |
| Participant deferral / active EE | $1,350 | $3,617-62.7% | $4,167-67.6% | $3,740-63.9% |
| Admin fee / account holder | $104 | $482-78.5% | $6,795-98.5% | $513-79.8% |