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 INC4 years Service code 27 · EIN 13-3000887 | Advisory (Plan) | $30,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,248 | $122,239-35.2% | $184,203-57.0% | $74,495+6.4% |
| Participation rate | 72.4% | 85.5%-13.1pp | 86.8%-14.4pp | 67.2%+5.2pp |
| Annual return | 12.53% | 19.95%-7.4pp | 28.81%-16.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,921 | $4,537-57.7% | $6,427-70.1% | $2,623-26.8% |
| Participant deferral / active EE | $4,088 | $7,139-42.7% | $9,131-55.2% | $4,346-5.9% |
| Admin fee / account holder | $282 | $1,260-77.6% | $13,901-98.0% | $1,942-85.5% |