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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 |
|---|---|---|
PENCOR, INC.3+ years Service code 15 · EIN 59-3186581 | Recordkeeping | $6,669 |
HOWARD & COMPANY, CPAS, P.A.2+ years Service code 10 · EIN 47-0916323 | Accounting | $4,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,747 | $84,233-74.2% | $170,442-87.2% | $70,131-69.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.17% | 23.06%-8.9pp | 205.93%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,138 | $3,387-66.4% | $5,433-79.1% | $2,342-51.4% |
| Participant deferral / active EE | $748 | $3,086-75.8% | $4,939-84.9% | $3,332-77.5% |
| Admin fee / account holder | $92 | $5,698-98.4% | $13,880-99.3% | $4,645-98.0% |