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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.
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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 27 · EIN 71-0294708 | Advisory (Plan) | $29,447 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,197 |
ESLER & VANDERSCHAAFF CO., L.P.A1+ years Filed as: ESLER & VANDERSCHSSFF CO., L.P.A. Service code 29 · EIN 31-1399107 | Legal | $263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,369 | $57,921-21.7% | $84,750-46.5% | $57,658-21.3% |
| Participation rate | 97.9% | 72.9%+25.0pp | 76.6%+21.3pp | 70.2%+27.7pp |
| Annual return | 8.76% | 10.24%-1.5pp | 22.78%-14.0pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,195 | $2,598+23.0% | $3,574-10.6% | $1,974+61.9% |
| Participant deferral / active EE | $3,377 | $2,742+23.1% | $3,712-9.0% | $3,061+10.3% |
| Admin fee / account holder | $25 | $130-80.7% | $5,332-99.5% | $95-73.6% |