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 3-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 13 · EIN 42-0127290 | Contract Administrator | $29,171 |
D.B. ROOT & COMPANY, LLC3+ years Filed as: DB ROOT & COMPANY, LLC Service code 13 · EIN 82-1414976 | Contract Administrator | $28,000 |
METRO BENEFITS, INC.2 years Service code 13 · EIN 25-1541083 | Contract Administrator | $19,702 |
Filed as: SCHNEIDER DOWNS Service code 10 | Accounting | $14,413 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS INC. Service code 10 · EIN 25-1408703 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,927 | $50,815-5.7% | $155,509-69.2% | $77,643-38.3% |
| Participation rate | 78.8% | 63.1%+15.7pp | 78.2%+0.7pp | 70.6%+8.3pp |
| Annual return | 15.75% | 34.80%-19.1pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,481 | $1,993-25.7% | $4,672-68.3% | $2,726-45.7% |
| Participant deferral / active EE | $2,961 | $2,822+4.9% | $5,626-47.4% | $4,647-36.3% |
| Admin fee / account holder | $74 | $437-82.9% | $15,912-99.5% | $430-82.7% |