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 |
|---|---|---|
R F LAFFERTY & CO INC3 years Service code 27 · EIN 13-3000887 | Advisory (Plan) | $28,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,763 | $130,194-41.8% | $169,993-55.4% | $71,457+6.0% |
| Participation rate | 80.9% | 86.1%-5.2pp | 87.0%-6.1pp | 67.9%+13.0pp |
| Annual return | 17.68% | 20.37%-2.7pp | 53.37%-35.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,413 | $4,381-44.9% | $6,785-64.4% | $2,588-6.8% |
| Participant deferral / active EE | $5,112 | $6,923-26.2% | $10,408-50.9% | $4,289+19.2% |
| Admin fee / account holder | $263 | $966-72.7% | $12,815-97.9% | $1,587-83.4% |