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 |
|---|---|---|
VERISIGHT, INC.1+ years Filed as: VERISIGHT Service code 15 | Recordkeeping | $11,935 |
BCC ADVISORS1+ years Filed as: BCC Service code 34 | Valuation (appraisals, etc.) | $9,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,417 | $82,032+15.1% | $123,104-23.3% | $59,632+58.3% |
| Participation rate | 97.7% | 83.2%+14.5pp | 86.8%+10.9pp | 68.7%+29.0pp |
| Annual return | 14.62% | 5.12%+9.5pp | 13.22%+1.4pp | 2041.28%-2026.7pp |
| Employer contribution / active EE | $2,845 | $3,297-13.7% | $5,151-44.8% | $2,203+29.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $210 | $5,881-96.4% | $9,015-97.7% | $4,297-95.1% |