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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 |
|---|---|---|
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $13,390 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,577 |
Employer 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 | $180,159 | $89,248+101.9% | $136,007+32.5% | $74,495+141.8% |
| Participation rate | 86.9% | 69.4%+17.5pp | 76.5%+10.5pp | 67.2%+19.7pp |
| Annual return | 17.80% | 22.76%-5.0pp | 579.32%-561.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,217-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,361 | $4,598+16.6% | $7,025-23.7% | $4,346+23.4% |
| Admin fee / account holder | $63 | $1,545-95.9% | $6,858-99.1% | $1,942-96.8% |