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 37 · EIN 04-2647786 | Loan Processing | $42,588 |
Service code 27 · EIN 33-0804608 | Advisory (Plan) | $39,914 |
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,608 | $86,225-54.1% | $146,665-73.0% | $86,799-54.4% |
| Participation rate | 92.0% | 78.0%+14.0pp | 80.1%+11.9pp | 72.3%+19.7pp |
| Annual return | 17.70% | 31.23%-13.5pp | 22.74%-5.0pp | 97.91%-80.2pp |
| Employer contribution / active EE | $1,244 | $2,392-48.0% | $4,136-69.9% | $2,405-48.3% |
| Participant deferral / active EE | $4,608 | $4,245+8.6% | $5,506-16.3% | $4,131+11.6% |
| Admin fee / account holder | $266 | $195+36.4% | $10,280-97.4% | $170+57.1% |