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 |
|---|---|---|
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 10391 DOUBLE R. BLVD · RENO, NV 89521 | Advisory (Plan) | $50,000 |
BENEFIT PLAN ADMINISTRATORS6+ years Service code 14 · EIN 88-0277518 445 APPLE STREET, STE 109 · RENO, NV 89511 | Plan Administrator | $48,342 |
EIDE BAILLY LLP6+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 5441 KIETZKE LN., STE. 150 · RENO, NV 89511 | Accounting | $33,838 |
Service code 29 · EIN 94-2576729 369 PINE STREET, STE 800 · SAN FRANCISCO, CA 941043323 | Legal | $22,607 |
AMALGAMATED6+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $11,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,081 | $110,699-53.0% | $177,821-70.7% | $90,288-42.3% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 17.03% | 22.79%-5.8pp | 48.32%-31.3pp | 53.97%-36.9pp |
| Employer contribution / active EE | $4,773 | $4,118+15.9% | $5,918-19.3% | $2,524+89.1% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $104 | $90+15.1% | $12,427-99.2% | $114-9.2% |