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 |
|---|---|---|
CRESCENT HILL PARTNERS LLC4 years Service code 27 · EIN 46-1330773 | Advisory (Plan) | $30,591 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,494 | $50,982+10.8% | $154,803-63.5% | $85,563-34.0% |
| Participation rate | 38.4% | 59.8%-21.3pp | 78.1%-39.6pp | 66.0%-27.5pp |
| Annual return | 13.41% | 30.35%-16.9pp | 58.88%-45.5pp | 31.51%-18.1pp |
| Employer contribution / active EE | $374 | $1,708-78.1% | $4,305-91.3% | $2,654-85.9% |
| Participant deferral / active EE | $1,899 | $2,474-23.2% | $5,540-65.7% | $4,375-56.6% |
| Admin fee / account holder | $207 | $846-75.6% | $14,329-98.6% | $834-75.2% |