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 99 · EIN 71-0294708 | Other Fees | $50,392 |
OWEN LARUE LLC7 years Service code 99 · EIN 82-2213567 | Other Fees | $41,800 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,407 | $132,049-20.9% | $200,582-47.9% | $74,304+40.5% |
| Participation rate | 99.1% | 84.1%+15.0pp | 86.9%+12.2pp | 60.3%+38.7pp |
| Annual return | 18.03% | 22.22%-4.2pp | 42.33%-24.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,696 | $4,558-18.9% | $6,419-42.4% | $2,241+64.9% |
| Participant deferral / active EE | $3,995 | $7,213-44.6% | $9,331-57.2% | $3,767+6.0% |
| Admin fee / account holder | $198 | $2,405-91.7% | $16,305-98.8% | $2,969-93.3% |