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 |
|---|---|---|
EIDE BAILLY LLP1 year Service code 10 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Accounting | $10,500 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,449 | $52,380+177.7% | $98,755+47.3% | $85,850+69.4% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 41.12% | 25.82%+15.3pp | 49.91%-8.8pp | 318.53%-277.4pp |
| Employer contribution / active EE | $10,734 | $1,337+702.5% | $2,067+419.2% | $2,565+318.4% |
| Participant deferral / active EE | $4,757 | $2,101+126.4% | $3,035+56.7% | $3,952+20.4% |
| Admin fee / account holder | $109 | $3,865-97.2% | $4,076-97.3% | $6,260-98.3% |