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 9-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 |
|---|---|---|
FRYE & COMPANY, CPAS8+ years Service code 10 · EIN 45-4199441 | Accounting | $12,000 |
ESI EQUITY8+ years Filed as: ESI Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $9,900 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 15 · EIN 82-3719843 | Recordkeeping | $7,142 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,258 | $71,883-35.6% | $86,677-46.6% | $68,494-32.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 2.61% | 3.52%-0.9pp | 35.91%-33.3pp | -7.84%+10.5pp |
| Employer contribution / active EE | $8,929 | $2,173+310.9% | $2,836+214.8% | $2,596+243.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $185 | $6,112-97.0% | $7,493-97.5% | $5,403-96.6% |