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 |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $24,811 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Other Services | $8,275 |
DAHMS & YARIAN INC2 years Filed as: DAHMS AND YARIAN Service code 99 · EIN 11-1000111 | Other Fees | $6,079 |
Employer 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 | $96,402 | $78,485+22.8% | $106,213-9.2% | $74,495+29.4% |
| Participation rate | 93.5% | 72.8%+20.6pp | 75.3%+18.2pp | 67.2%+26.3pp |
| Annual return | 16.77% | 15.95%+0.8pp | 116.14%-99.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $438 | $2,523-82.6% | $3,171-86.2% | $2,623-83.3% |
| Participant deferral / active EE | $2,535 | $4,322-41.4% | $5,016-49.5% | $4,346-41.7% |
| Admin fee / account holder | $70 | $2,232-96.9% | $11,033-99.4% | $1,942-96.4% |