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 |
|---|---|---|
HOULIHAN LOKEY FINANCIAL ADVISORS7+ years Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $68,594 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $19,145 |
COHNREZNICK LLP4 years Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $14,500 |
CITIZENS BANK7+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $8,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,357 | $82,202+158.3% | $125,339+69.4% | $64,808+227.7% |
| Participation rate | 93.2% | 77.9%+15.3pp | 82.4%+10.8pp | 71.5%+21.7pp |
| Annual return | 12.17% | 3.48%+8.7pp | 572.05%-559.9pp | 32.82%-20.6pp |
| Employer contribution / active EE | $18,175 | $3,615+402.7% | $4,814+277.6% | $2,506+625.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $207 | $163+26.6% | $10,010-97.9% | $188+10.0% |