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 13 · EIN 42-0127290 | Contract Administrator | $202,950 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $95,259 |
JONES POUNDER1 year Filed as: JONES,POUNDER & ASSOCIAT Service code 10 · EIN 57-0725618 | Accounting | $17,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,439 | $104,317-22.9% | $159,436-49.5% | $86,799-7.3% |
| Participation rate | 95.7% | 77.7%+17.9pp | 82.8%+12.8pp | 72.3%+23.4pp |
| Annual return | 14.98% | 26.32%-11.3pp | 263.57%-248.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $2,284 | $3,451-33.8% | $4,829-52.7% | $2,405-5.0% |
| Participant deferral / active EE | $8,217 | $6,837+20.2% | $7,352+11.8% | $4,131+98.9% |
| Admin fee / account holder | $255 | $172+48.2% | $10,799-97.6% | $170+50.6% |