See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST PROFESSIONAL PLANNING GRO Service code 49 494 SYCAMORE AVE, SUITE 100 · SHREWSBURY, NJ 07702 | Other Services | $60,255 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 99 · EIN 20-8764829 | Other Fees | $36,766 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,600 |
Filed as: VOYA RETIREMENT INSUR AND ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,630 |
Filed as: MCDERMOTT WILL EMERGY LLP Service code 99 · EIN 36-1453176 | Other Fees | $8,593 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $275 |
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 | $442,122 | $101,317+336.4% | $146,958+200.8% | $74,495+493.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 28.13% | 8730.91%-8702.8pp | 418.34%-390.2pp | 1364.94%-1336.8pp |
| Employer contribution / active EE | $11,031 | $3,810+189.5% | $4,933+123.6% | $2,623+320.6% |
| Participant deferral / active EE | $12,618 | $7,303+72.8% | $8,070+56.4% | $4,346+190.3% |
| Admin fee / account holder | $274 | $1,739-84.3% | $12,998-97.9% | $1,942-85.9% |