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 8-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 37 · EIN 04-2647786 | Loan Processing | $22,776 |
WERBA RUBIN PAPIER WEALTH MGMT1 year Service code 27 · EIN 82-1373076 | Advisory (Plan) | $15,590 |
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,375 | $50,982-14.9% | $154,803-72.0% | $85,563-49.3% |
| Participation rate | 44.5% | 59.8%-15.3pp | 78.1%-33.6pp | 66.0%-21.5pp |
| Annual return | 29.33% | 30.35%-1.0pp | 58.88%-29.6pp | 31.51%-2.2pp |
| Employer contribution / active EE | $1,493 | $1,708-12.6% | $4,305-65.3% | $2,654-43.7% |
| Participant deferral / active EE | $4,385 | $2,474+77.2% | $5,540-20.9% | $4,375+0.2% |
| Admin fee / account holder | $247 | $846-70.8% | $14,329-98.3% | $834-70.4% |