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 | $18,433 |
SENSIBA SAN FILIPPO LLP6+ years Service code 10 · EIN 94-2370906 | Accounting | $13,650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,435 | $70,475-48.3% | $100,516-63.8% | $79,858-54.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -25.49% | 21.90%-47.4pp | 30.89%-56.4pp | 31.71%-57.2pp |
| Employer contribution / active EE | $1,303 | $2,165-39.8% | $3,418-61.9% | $2,471-47.3% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $187 | $4,478-95.8% | $8,081-97.7% | $5,306-96.5% |