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 15 · EIN 01-0233346 | Recordkeeping | $155,429 |
SUGARMAN & SUSSKIND PA5 years Service code 29 · EIN 59-2539792 | Legal | $87,392 |
ARTY COHN & FEUER LC10+ years Service code 10 · EIN 59-0718930 | Accounting | $39,659 |
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 | $27,925 | $94,876-70.6% | $82,389-66.1% | $102,872-72.9% |
| Participation rate | 100.0% | 70.6%+29.4pp | 69.5%+30.5pp | 73.0%+27.0pp |
| Annual return | 24.41% | 17.83%+6.6pp | 28.67%-4.3pp | 19.06%+5.3pp |
| Employer contribution / active EE | $6,760 | $3,789+78.4% | $2,517+168.6% | $3,526+91.7% |
| Participant deferral / active EE | $1,088 | $4,496-75.8% | $4,155-73.8% | $5,535-80.3% |
| Admin fee / account holder | $225 | $214+5.1% | $7,231-96.9% | $292-23.1% |