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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,994 |
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT & CO., INC. Service code 22 · EIN 22-2361254 | Insurance Broker | $18,456 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,531 | $58,083-37.1% | $80,019-54.3% | $56,287-35.1% |
| Participation rate | 73.2% | 73.6%-0.4pp | 75.8%-2.7pp | 69.9%+3.3pp |
| Annual return | 46.23% | 34.61%+11.6pp | 11.22%+35.0pp | -9.96%+56.2pp |
| Employer contribution / active EE | $3,129 | $1,932+62.0% | $2,468+26.8% | $2,111+48.2% |
| Participant deferral / active EE | $6,147 | $3,135+96.1% | $3,686+66.8% | $3,350+83.5% |
| Admin fee / account holder | $290 | $623-53.5% | $6,521-95.6% | $521-44.4% |