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 |
|---|---|---|
HILLIARD & ASSOCIATES4 years Service code 10 · EIN 76-0411322 | Accounting | $31,200 |
BAIRD FUNDS5 years Filed as: ROBERT ROTEN Service code 26 4 TOSCANY CT · MANSFIELD, TX 76063 | Advisory (Participants) | $25,000 |
THE BVA GROUP8+ years Service code 29 · EIN 75-2326337 | Legal | $24,378 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 15 · EIN 82-3719843 | Recordkeeping | $13,852 |
WINSTON & STRAWN LLP5 years Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $9,827 |
KREIG DEVAULT1 year Service code 29 1 INDIANA SQUARE, SUITE 2800 · INDIANAPOLIS, IN 46204 | Legal | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,965 | $84,487-16.0% | $125,339-43.4% | $66,914+6.1% |
| Participation rate | 85.2% | 76.4%+8.8pp | 82.4%+2.8pp | 69.8%+15.4pp |
| Annual return | 9.74% | -8.39%+18.1pp | 572.05%-562.3pp | 1.58%+8.2pp |
| Employer contribution / active EE | $3,175 | $3,553-10.6% | $4,814-34.0% | $2,544+24.8% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $259 | $685-62.1% | $10,010-97.4% | $593-56.3% |