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 |
|---|---|---|
VEERY CAPITAL4 years Filed as: VEERY CAPITAL, LLC Service code 99 · EIN 83-1838623 | Other Fees | $57,729 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,927 | $59,097+104.6% | $82,389+46.8% | $74,304+62.7% |
| Participation rate | 61.1% | 52.8%+8.4pp | 69.5%-8.4pp | 60.3%+0.8pp |
| Annual return | 17.21% | 22.85%-5.6pp | 28.67%-11.5pp | 29.43%-12.2pp |
| Employer contribution / active EE | $3,312 | $1,601+106.9% | $2,517+31.6% | $2,241+47.8% |
| Participant deferral / active EE | $7,111 | $2,775+156.2% | $4,155+71.2% | $3,767+88.8% |
| Admin fee / account holder | $39 | $4,489-99.1% | $7,231-99.5% | $2,969-98.7% |