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 9-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 | $20,870 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $20,830 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,582 | $40,385+50.0% | $80,569-24.8% | $74,419-18.6% |
| Participation rate | 90.3% | 47.4%+42.9pp | 67.0%+23.3pp | 70.7%+19.6pp |
| Annual return | 22.41% | 164.85%-142.4pp | 935.43%-913.0pp | 34.38%-12.0pp |
| Employer contribution / active EE | $1,491 | $1,496-0.4% | $2,723-45.3% | $2,637-43.5% |
| Participant deferral / active EE | $5,213 | $2,674+94.9% | $4,447+17.2% | $4,528+15.1% |
| Admin fee / account holder | $168 | $720-76.6% | $5,377-96.9% | $348-51.6% |