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 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $166,610 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $55,125 |
HUTCHINSON AND BLOODGOOD LLP6 years Service code 10 · EIN 95-0858589 | Accounting | $19,800 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,631 | $50,982-45.8% | $154,803-82.2% | $85,563-67.7% |
| Participation rate | 92.2% | 59.8%+32.4pp | 78.1%+14.1pp | 66.0%+26.2pp |
| Annual return | 12.61% | 30.35%-17.7pp | 58.88%-46.3pp | 31.51%-18.9pp |
| Employer contribution / active EE | $2,797 | $1,708+63.7% | $4,305-35.0% | $2,654+5.4% |
| Participant deferral / active EE | $2,927 | $2,474+18.3% | $5,540-47.2% | $4,375-33.1% |
| Admin fee / account holder | $145 | $846-82.9% | $14,329-99.0% | $834-82.7% |