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 | Claims processing; Shareholder servic... | $251,989 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $20,270 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $17,000 |
BKD, LLP7+ years Service code 10 · EIN 44-0160260 | Accounting | $15,850 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $70,883 | $144,996-51.1% | $111,297-36.3% | $93,030-23.8% |
| Participation rate | 92.7% | 86.2%+6.6pp | 77.3%+15.4pp | 73.9%+18.8pp |
| Annual return | 12.86% | 18.26%-5.4pp | 54.65%-41.8pp | 158.70%-145.8pp |
| Employer contribution / active EE | $2,859 | $3,056-6.4% | $2,731+4.7% | $2,706+5.7% |
| Participant deferral / active EE | $4,537 | $5,587-18.8% | $4,487+1.1% | $4,562-0.6% |
| Admin fee / account holder | $150 | $103+45.0% | $7,964-98.1% | $152-1.1% |