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 8-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 |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $19,771 |
ACCLARO VALUATION ADVISORS1+ years Service code 34 · EIN 46-0553969 | Direct payment from the plan; Valuati... | $6,262 |
Filed as: COMYNS, SMITH, MCCLEARY & DEAVER Service code 10 · EIN 68-0307221 | Accounting | $3,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,368 | $66,302-10.5% | $110,238-46.1% | $56,287+5.5% |
| Participation rate | 95.5% | 74.9%+20.6pp | 79.8%+15.7pp | 69.9%+25.6pp |
| Annual return | 0.00% | -1.18%+1.2pp | 314.74%-314.7pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,505 | $2,047+22.4% | $3,826-34.5% | $2,111+18.7% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $214 | $698-69.4% | $8,547-97.5% | $521-58.9% |