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 15 · EIN 13-3689044 | Recordkeeping | $35,540 |
OSBORNE & ASSOCIATES, INC.2 years Service code 15 · EIN 77-0573145 | Recordkeeping | $34,895 |
ATHERTON & ASSOCIATES LLP6 years Service code 10 · EIN 94-1239084 | Accounting | $2,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,022 | $65,435-37.3% | $86,677-52.7% | $66,914-38.7% |
| Participation rate | 99.4% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -16.21% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,381 | $2,153+10.6% | $2,836-16.1% | $2,544-6.4% |
| Participant deferral / active EE | $6,816 | $4,100+66.2% | $4,656+46.4% | $4,237+60.9% |
| Admin fee / account holder | $97 | $642-84.9% | $7,493-98.7% | $593-83.7% |