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 |
|---|---|---|
FIIOC6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $100,758 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 16 · EIN 30-0282430 | Consulting | $32,262 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $5,064 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,756 | $100,801+198.4% | $149,696+100.9% | $73,409+309.7% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.5%+14.5pp | 72.2%+24.8pp |
| Annual return | 18.06% | 265.34%-247.3pp | 276.60%-258.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $8,519 | $3,312+157.2% | $4,644+83.4% | $2,234+281.4% |
| Participant deferral / active EE | $9,687 | $6,404+51.3% | $6,842+41.6% | $3,805+154.5% |
| Admin fee / account holder | $130 | $181-27.9% | $9,309-98.6% | $158-17.5% |