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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $94,029 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,610 |
BLUM SHAPIRO1 year Filed as: CLA Service code 10 · EIN 41-0746749 | Accounting | $15,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,249 | $88,890-52.5% | $102,423-58.8% | $77,643-45.6% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.5pp |
| Annual return | 15.41% | 24.98%-9.6pp | 29.32%-13.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,729 | $2,698+1.2% | $3,023-9.7% | $2,726+0.1% |
| Participant deferral / active EE | $5,409 | $5,145+5.1% | $5,053+7.0% | $4,647+16.4% |
| Admin fee / account holder | $159 | $235-32.6% | $9,451-98.3% | $430-63.1% |