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 |
|---|---|---|
PRONVEST7 years Filed as: PRONVEST, INC. Service code 26 · EIN 62-1823351 | Advisory (Participants) | $35,389 |
HOGANTAYLOR LLP6 years Service code 10 · EIN 73-1413977 | Accounting | $17,525 |
FRIDAY ELDREDGE & CLARK8+ years Service code 29 · EIN 71-0253637 | Legal | $16,770 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,519 | $86,897+24.9% | $151,611-28.4% | $64,808+67.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -11.86% | -3.57%-8.3pp | 3.33%-15.2pp | 32.82%-44.7pp |
| Employer contribution / active EE | $5,631 | $4,010+40.4% | $6,166-8.7% | $2,506+124.7% |
| Participant deferral / active EE | $2,443 | $6,690-63.5% | $8,363-70.8% | $4,310-43.3% |
| Admin fee / account holder | $117 | $153-23.4% | $11,616-99.0% | $188-37.6% |