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 |
|---|---|---|
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 · EIN 93-0998477 1193 ROYVONNE STE. 22 · SALEM, OR 97302 | Contract Administrator | $8,308 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST Service code 64 · EIN 95-6817943 | Recordkeeping Fees | $1,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,840 | $137,414-58.6% | $189,513-70.0% | $85,850-33.8% |
| Participation rate | 79.6% | 84.6%-5.0pp | 87.8%-8.2pp | 69.3%+10.3pp |
| Annual return | 12.00% | 38.14%-26.1pp | 555.15%-543.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,358 | $4,344-68.7% | $6,162-78.0% | $2,565-47.0% |
| Participant deferral / active EE | $4,611 | $6,260-26.3% | $8,221-43.9% | $3,952+16.7% |
| Admin fee / account holder | $45 | $8,630-99.5% | $12,045-99.6% | $6,260-99.3% |