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 |
|---|---|---|
PENCOR, INC.4+ years Service code 15 · EIN 59-3186581 | Recordkeeping | $11,023 |
HOWARD & COMPANY, CPAS, P.A.3+ years Service code 10 · EIN 47-0916323 | Accounting | $7,450 |
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 | $17,118 | $76,000-77.5% | $154,107-88.9% | $64,186-73.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.12% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,358 | $3,351-59.5% | $5,298-74.4% | $2,381-43.0% |
| Participant deferral / active EE | $808 | $3,175-74.5% | $5,081-84.1% | $3,470-76.7% |
| Admin fee / account holder | $144 | $5,596-97.4% | $13,411-98.9% | $4,888-97.1% |