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 |
|---|---|---|
JLK ROSENBERGER LLP1 year Service code 10 · EIN 27-1532099 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,937 |
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 | $228,004 | $138,347+64.8% | $184,203+23.8% | $80,856+182.0% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+10.0pp | 67.6%+29.2pp |
| Annual return | 9.65% | 20.02%-10.4pp | 28.81%-19.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $10,638 | $4,850+119.3% | $6,427+65.5% | $2,755+286.2% |
| Participant deferral / active EE | $7,120 | $7,071+0.7% | $9,131-22.0% | $4,296+65.8% |
| Admin fee / account holder | $93 | $10,483-99.1% | $13,901-99.3% | $6,918-98.7% |