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 |
|---|---|---|
REGIER CARR & MONROE LLP2 years Filed as: REGIER CARR & MONROE, LLP Service code 10 · EIN 48-0573184 | Accounting | $8,800 |
UNITED OF OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,947 | $110,094+55.3% | $151,611+12.8% | $68,494+149.6% |
| Participation rate | 91.1% | 84.0%+7.2pp | 87.5%+3.6pp | 67.9%+23.2pp |
| Annual return | -14.40% | -10.12%-4.3pp | 3.33%-17.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,287 | $4,471-26.5% | $6,166-46.7% | $2,596+26.6% |
| Participant deferral / active EE | $4,730 | $6,527-27.5% | $8,363-43.4% | $4,027+17.4% |
| Admin fee / account holder | $102 | $7,719-98.7% | $11,616-99.1% | $5,403-98.1% |