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 9-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 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $21,344 |
Filed as: PINKERTON FINANCIAL RESOURCES, LLC Service code 26 3548 OLD MILTON PARKWAY · ALPHSRETTA, GA 30005 | Advisory (Participants) | $15,073 |
SAGEPOINT FINANCIAL INC4 years Filed as: SAGEPOINT FINAINCIAL INC. Service code 26 20 E. THOMAS ROAD · PHOENIX, AZ 85012 | Advisory (Participants) | $11,932 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 35 E. WACKER DRIVE, SUITE 2400 · CHICAGO, IL 60601 | Advisory (Plan) | $6,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,357 | $101,317-33.5% | $146,958-54.2% | $74,495-9.6% |
| Participation rate | 88.1% | 75.5%+12.6pp | 82.2%+6.0pp | 67.2%+20.9pp |
| Annual return | 17.91% | 8730.91%-8713.0pp | 418.34%-400.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $6,625 | $3,810+73.9% | $4,933+34.3% | $2,623+152.6% |
| Participant deferral / active EE | $9,246 | $7,303+26.6% | $8,070+14.6% | $4,346+112.8% |
| Admin fee / account holder | $283 | $1,739-83.7% | $12,998-97.8% | $1,942-85.4% |