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 |
|---|---|---|
Service code 14 · EIN 13-4238973 | Plan Administrator | $13,294 |
SENSIBA SAN FILIPPO LLP4+ years Service code 10 · EIN 94-2370906 | Accounting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,771 | $61,214+5.8% | $83,333-22.3% | $56,287+15.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -0.30% | 0.42%-0.7pp | 10.63%-10.9pp | -9.96%+9.7pp |
| Employer contribution / active EE | $1,312 | $1,925-31.9% | $3,379-61.2% | $2,111-37.8% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $146 | $512-71.5% | $7,510-98.1% | $521-72.0% |