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 | $105,020 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $20,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,640 | $62,624+97.4% | $177,989-30.5% | $77,643+59.2% |
| Participation rate | 97.8% | 66.8%+31.0pp | 77.1%+20.7pp | 70.6%+27.2pp |
| Annual return | 15.80% | 16.16%-0.4pp | 294.48%-278.7pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,193 | $1,909+119.7% | $3,949+6.2% | $2,726+53.8% |
| Participant deferral / active EE | $11,041 | $4,219+161.7% | $6,276+75.9% | $4,647+137.6% |
| Admin fee / account holder | $173 | $386-55.2% | $10,363-98.3% | $430-59.8% |