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 | $90,610 |
WILSON-MCSHANE CORPORATION5 years Service code 10 · EIN 41-0956552 | Accounting | $60,936 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $33,000 |
KUTAK ROCK LLP3 years Service code 29 · EIN 47-0597598 | Legal | $26,741 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $15,029 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,786 | $76,774+101.6% | $112,228+37.9% | $77,904+98.7% |
| Participation rate | 98.5% | 80.2%+18.3pp | 75.1%+23.4pp | 73.7%+24.8pp |
| Annual return | -13.45% | -10.25%-3.2pp | 27.45%-40.9pp | 12.21%-25.7pp |
| Employer contribution / active EE | $5,321 | $3,977+33.8% | $3,635+46.4% | $2,848+86.9% |
| Participant deferral / active EE | $1,139 | $3,778-69.9% | $4,728-75.9% | $4,806-76.3% |
| Admin fee / account holder | $166 | $239-30.5% | $6,410-97.4% | $133+25.3% |