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 |
|---|---|---|
Filed as: DORSA CONSULTING Service code 13 · EIN 45-0645799 | Contract Administrator | $91,610 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,462 |
Service code 27 · EIN 81-1449683 | Advisory (Plan) | $23,725 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,976 | $52,293-69.4% | $178,490-91.0% | $73,409-78.2% |
| Participation rate | 91.6% | 65.3%+26.3pp | 81.9%+9.7pp | 72.2%+19.4pp |
| Annual return | 13.22% | 34.75%-21.5pp | 151.07%-137.8pp | 59.29%-46.1pp |
| Employer contribution / active EE | $306 | $1,735-82.4% | $5,011-93.9% | $2,234-86.3% |
| Participant deferral / active EE | $2,070 | $2,332-11.2% | $5,202-60.2% | $3,805-45.6% |
| Admin fee / account holder | $240 | $127+88.3% | $13,984-98.3% | $158+51.9% |