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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $599,925 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $277,541 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $32,545 |
COWEN & COMPANY LLC1 year Service code 50 · EIN 84-1702964 | Direct Payment | $23,978 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $11,797 |
Service code 50 · EIN 84-0467907 | Direct Payment | $2,013 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,513 | $211,459+1.4% | $119,258+79.9% | $93,030+130.6% |
| Participation rate | 98.2% | 94.1%+4.1pp | 82.7%+15.5pp | 73.9%+24.3pp |
| Annual return | 14.15% | 39.10%-24.9pp | 30.69%-16.5pp | 158.70%-144.6pp |
| Employer contribution / active EE | $5,452 | $5,958-8.5% | $4,384+24.4% | $2,706+101.5% |
| Participant deferral / active EE | $9,941 | $9,654+3.0% | $6,111+62.7% | $4,562+117.9% |
| Admin fee / account holder | $210 | $124+70.2% | $7,226-97.1% | $152+38.8% |