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: HARPER& PEARSON COMPANY, P.C. Service code 10 · EIN 74-1695589 ONE RIVERWAY DRIVE, STE. 1900 · HOUSTON, TX 77056 | Accounting | $11,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,116 |
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 | $129,810 | $81,208+59.8% | $98,907+31.2% | $79,858+62.6% |
| Participation rate | 97.8% | 72.5%+25.3pp | 76.0%+21.8pp | 69.6%+28.2pp |
| Annual return | 18.35% | 60.99%-42.6pp | 196.43%-178.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $8,442 | $1,960+330.8% | $2,689+214.0% | $2,471+241.7% |
| Participant deferral / active EE | $10,208 | $3,265+212.7% | $4,244+140.5% | $3,740+172.9% |
| Admin fee / account holder | $141 | $6,013-97.7% | $6,642-97.9% | $5,306-97.3% |