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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $106,788 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,125 |
ASHER, GITTLER & D'ALBA, LTD.6+ years Service code 29 · EIN 36-2786883 | Legal | $24,538 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $16,783 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $14,961 |
UNDERWOOD INSURANCE AGENCY, INC.6+ years Service code 22 · EIN 35-1975594 | Insurance Broker | $9,425 |
Annual investment return 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 | $49,285 | $91,517-46.1% | $101,248-51.3% | $73,409-32.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.52% | 17.17%-7.7pp | 46.47%-37.0pp | 59.29%-49.8pp |
| Employer contribution / active EE | $4,269 | $2,877+48.4% | $3,660+16.7% | $2,234+91.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $231 | $216+7.0% | $5,945-96.1% | $158+46.3% |