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.
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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) | $91,644 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $41,458 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $6,084 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $2,986 |
Service code 50 · EIN 84-0467907 | Direct Payment | $2,908 |
COWEN & COMPANY LLC2 years Filed as: COWEN & COMPANY Service code 50 · EIN 84-1702964 | Direct Payment | $525 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Shareholder ser... | $89 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,260 | $160,088+70.7% | $112,977+141.9% | $73,409+272.2% |
| Participation rate | 97.1% | 90.7%+6.4pp | 82.6%+14.6pp | 72.2%+25.0pp |
| Annual return | 15.09% | 17.93%-2.8pp | 24.24%-9.1pp | 59.29%-44.2pp |
| Employer contribution / active EE | $4,660 | $5,200-10.4% | $4,255+9.5% | $2,234+108.6% |
| Participant deferral / active EE | $16,943 | $8,024+111.1% | $5,836+190.3% | $3,805+345.2% |
| Admin fee / account holder | $225 | $133+69.8% | $6,294-96.4% | $158+42.8% |