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 37 · EIN 04-2647786 | Loan Processing | $17,156 |
BDO USA, LLP1 year Service code 10 · EIN 47-5476782 | Accounting | $12,466 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $12,300 |
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 | $28,396 | $63,156-55.0% | $122,332-76.8% | $62,292-54.4% |
| Participation rate | 95.7% | 60.0%+35.7pp | 71.6%+24.1pp | 69.5%+26.2pp |
| Annual return | 20.41% | 20.61%-0.2pp | 30.27%-9.9pp | 28.90%-8.5pp |
| Employer contribution / active EE | $2,113 | $1,385+52.6% | $4,050-47.8% | $2,042+3.5% |
| Participant deferral / active EE | $5,104 | $2,321+119.9% | $3,287+55.3% | $3,169+61.1% |
| Admin fee / account holder | $286 | $440-34.9% | $5,478-94.8% | $479-40.3% |