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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 27 501 COMMERCE ST · NASHVILLE, TN 37203 | Advisory (Plan) | $32,422 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,501 | $100,923-42.0% | $150,045-61.0% | $74,304-21.3% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.3%-11.3pp | 60.3%+10.6pp |
| Annual return | 15.34% | 51.77%-36.4pp | 62.55%-47.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,461 | $3,463-28.9% | $4,693-47.6% | $2,241+9.8% |
| Participant deferral / active EE | $5,896 | $6,709-12.1% | $7,997-26.3% | $3,767+56.5% |
| Admin fee / account holder | $229 | $2,767-91.7% | $13,435-98.3% | $2,969-92.3% |