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 |
|---|---|---|
GLASS JACOBSON INV. ADVISORS LLC4 years Service code 99 · EIN 52-2226056 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,312 | $89,355-7.9% | $141,162-41.7% | $72,985+12.8% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.5%+13.4pp | 69.5%+26.3pp |
| Annual return | 21.35% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,516 | $3,114+12.9% | $4,735-25.8% | $2,440+44.1% |
| Participant deferral / active EE | $9,755 | $5,418+80.0% | $6,709+45.4% | $3,607+170.4% |
| Admin fee / account holder | $207 | $5,958-96.5% | $10,261-98.0% | $5,124-96.0% |