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 |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 27 500 QWEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $27,119 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,198 |
MARCUM LLP4 years Service code 10 155 S MIAN ST · PROVIDENCE, RI 02903 | Accounting | $17,920 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA THIRD PARTY ADMINIS Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $14,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,254 | $47,126+129.7% | $149,673-27.7% | $74,419+45.5% |
| Participation rate | 89.0% | 63.4%+25.6pp | 78.8%+10.2pp | 70.7%+18.2pp |
| Annual return | 17.18% | 22.75%-5.6pp | 134.42%-117.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $6,786 | $1,905+256.1% | $4,818+40.9% | $2,637+157.3% |
| Participant deferral / active EE | $6,464 | $2,728+137.0% | $5,680+13.8% | $4,528+42.8% |
| Admin fee / account holder | $291 | $343-15.2% | $13,210-97.8% | $348-16.5% |