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 60 · EIN 04-2647786 | Sub-TA Fees | $37,642 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $23,500 |
WEINZAPFEL AND COMPANY, LLC6+ years Service code 10 · EIN 35-2152081 | Accounting | $5,855 |
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 | $86,138 | $54,573+57.8% | $90,951-5.3% | $73,488+17.2% |
| Participation rate | 85.3% | 61.2%+24.2pp | 69.0%+16.3pp | 70.7%+14.7pp |
| Annual return | 14.02% | 16.69%-2.7pp | 134.60%-120.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,322 | $991+134.2% | $2,122+9.4% | $2,270+2.3% |
| Participant deferral / active EE | $3,602 | $2,517+43.1% | $3,373+6.8% | $3,740-3.7% |
| Admin fee / account holder | $282 | $521-46.0% | $5,959-95.3% | $513-45.1% |