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 |
|---|---|---|
ARMANINO LLP6 years Filed as: ARMANINO, LLP Service code 16 · EIN 94-6214841 | Consulting | $22,766 |
Filed as: HOLLAND INVESTMENT MANAGEMENT Service code 26 · EIN 26-2356909 | Advisory (Participants) | $19,916 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,593 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,206 | $30,086-66.1% | $61,373-83.4% | $64,808-84.3% |
| Participation rate | 46.8% | 36.4%+10.4pp | 52.6%-5.8pp | 71.5%-24.7pp |
| Annual return | -16.61% | -13.99%-2.6pp | 338.61%-355.2pp | 32.82%-49.4pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $802 | $1,126-28.8% | $2,125-62.3% | $4,310-81.4% |
| Admin fee / account holder | $142 | $148-4.2% | $2,130-93.3% | $188-24.5% |