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 |
|---|---|---|
DSR CPA AND CONSULTANTS3 years Service code 10 · EIN 83-3983879 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,964 | $49,915+310.6% | $154,803+32.4% | $74,304+175.8% |
| Participation rate | 71.3% | 54.0%+17.3pp | 78.1%-6.8pp | 60.3%+10.9pp |
| Annual return | 16.53% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $8,806 | $1,611+446.5% | $4,305+104.5% | $2,241+292.9% |
| Participant deferral / active EE | $7,025 | $2,255+211.6% | $5,540+26.8% | $3,767+86.5% |
| Admin fee / account holder | -$45 | $2,189-102.1% | $14,329-100.3% | $2,969-101.5% |