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 10 400 E MASON ST STE 300 · MILWAUKEE, WI 53202 | Accounting | $10,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,928 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,595 | $94,529+73.1% | $140,016+16.8% | $64,186+154.9% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.9pp |
| Annual return | -5.46% | 7.77%-13.2pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,727 | $3,812+50.2% | $5,606+2.2% | $2,381+140.6% |
| Participant deferral / active EE | $11,912 | $5,250+126.9% | $6,927+72.0% | $3,470+243.3% |
| Admin fee / account holder | $139 | $6,741-97.9% | $10,705-98.7% | $4,888-97.2% |