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 |
|---|---|---|
MAIN STREET RESEARCH LLC4 years Filed as: MAIN STREET FINANCIAL SOLUTIONS LLC Service code 27 503 E WASHINGTON AVE STE 1C · NEWTON, PA 18940 | Advisory (Plan) | $11,257 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 | Contract Administrator | $3,752 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 · EIN 27-3232902 1670 MCKENDREE CHURCH RD BLDG 50 · NEW YORK, NY 10017 | Contract Administrator | $1,275 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $153 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 99 5454 110TH ST · OVERLAND PARK, KS 66211 | Other Fees | $69 |
Filed as: EMPOWER LIFE & ANNUITY INS CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,356 | $54,517-31.5% | $75,972-50.8% | $74,495-49.9% |
| Participation rate | 92.6% | 60.3%+32.3pp | 69.1%+23.6pp | 67.2%+25.4pp |
| Annual return | 15.62% | 31.82%-16.2pp | 359.55%-343.9pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $378 | $1,777-78.7% | $2,685-85.9% | $2,623-85.6% |
| Participant deferral / active EE | $2,047 | $3,066-33.2% | $4,255-51.9% | $4,346-52.9% |
| Admin fee / account holder | $18 | $2,229-99.2% | $6,467-99.7% | $1,942-99.1% |