Filed April 22, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $596,298 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $531,786 |
ALTERITY GROUP1 year Filed as: ALTERITY GROUP, LLC Service code 16 · EIN 27-0787824 | Consulting | $80,000 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 · EIN 81-4017137 | Advisory (Plan) | $62,500 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $57,938 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $20,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,763 | $93,462+66.7% | $164,813-5.5% | $99,062+57.2% |
| Participation rate | 94.1% | 79.9%+14.1pp | 78.6%+15.4pp | 71.6%+22.4pp |
| Annual return | 13.61% | 15.71%-2.1pp | 69.93%-56.3pp | 17.66%-4.1pp |
| Employer contribution / active EE | $4,493 | $3,099+45.0% | $4,341+3.5% | $3,262+37.7% |
| Participant deferral / active EE | $8,956 | $5,366+66.9% | $6,031+48.5% | $5,331+68.0% |
| Admin fee / account holder | $135 | $81+66.1% | $12,690-98.9% | $109+24.0% |