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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,200 |
REGIER CARR & MONROE LLP4 years Filed as: REGIER CARR & MONROE, LLP Service code 10 · EIN 48-0573184 | Accounting | $5,012 |
UNITED OF OMAHA10+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,401 | $138,347+48.5% | $184,203+11.5% | $80,856+154.0% |
| Participation rate | 89.1% | 83.9%+5.3pp | 86.8%+2.3pp | 67.6%+21.5pp |
| Annual return | 12.37% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,284 | $4,850-32.3% | $6,427-48.9% | $2,755+19.2% |
| Participant deferral / active EE | $4,386 | $7,071-38.0% | $9,131-52.0% | $4,296+2.1% |
| Admin fee / account holder | $126 | $10,483-98.8% | $13,901-99.1% | $6,918-98.2% |