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 4-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 | $39,277 |
RICHEY MAY & CO LLP1 year Service code 10 · EIN 71-0911208 | Accounting | $10,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,085 | $81,625-55.8% | $167,512-78.5% | $74,304-51.4% |
| Participation rate | 91.2% | 60.0%+31.2pp | 77.1%+14.2pp | 60.3%+30.9pp |
| Annual return | 17.66% | 26.09%-8.4pp | 1615.79%-1598.1pp | 29.43%-11.8pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,533 | $4,115+83.1% | $6,405+17.6% | $3,767+100.0% |
| Admin fee / account holder | $159 | $3,474-95.4% | $9,769-98.4% | $2,969-94.7% |