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 |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $16,800 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,212 | $88,581+105.7% | $145,661+25.1% | $74,304+145.2% |
| Participation rate | 94.1% | 64.9%+29.1pp | 77.2%+16.9pp | 60.3%+33.7pp |
| Annual return | 17.28% | 34.30%-17.0pp | 101.46%-84.2pp | 29.43%-12.2pp |
| Employer contribution / active EE | $3,329 | $2,612+27.4% | $4,238-21.5% | $2,241+48.5% |
| Participant deferral / active EE | $6,044 | $4,151+45.6% | $7,198-16.0% | $3,767+60.4% |
| Admin fee / account holder | $71 | $2,953-97.6% | $12,466-99.4% | $2,969-97.6% |