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 |
|---|---|---|
FGMK, LLC1+ years Service code 10 · EIN 36-2929601 | Accounting | $9,000 |
CORRELL CO.1+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $7,887 |
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 | $26,799 | $39,245-31.7% | $64,105-58.2% | $52,331-48.8% |
| Participation rate | 77.0% | 58.2%+18.8pp | 68.2%+8.8pp | 68.1%+8.9pp |
| Annual return | -5.86% | 14.79%-20.6pp | 791.24%-797.1pp | 4.54%-10.4pp |
| Employer contribution / active EE | $1,515 | $736+105.8% | $1,820-16.7% | $1,882-19.5% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $72 | $592-87.9% | $4,499-98.4% | $592-87.9% |