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 |
|---|---|---|
PBMARES, LLP7+ years Service code 10 · EIN 54-0737372 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Accounting | $2,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,741 | $61,156-23.6% | $185,823-74.8% | $79,386-41.1% |
| Participation rate | 86.0% | 66.6%+19.3pp | 81.7%+4.3pp | 70.7%+15.3pp |
| Annual return | 13.52% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,930 | $2,321-16.8% | $5,167-62.7% | $2,427-20.5% |
| Participant deferral / active EE | $3,555 | $2,789+27.5% | $5,568-36.1% | $4,046-12.1% |
| Admin fee / account holder | $17 | $710-97.6% | $16,237-99.9% | $626-97.3% |