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 |
|---|---|---|
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $30,714 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,918 |
WITHUMSMITH+BROWN, PC4 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $14,935 |
RAHL & ASSOCIATES PC5 years Service code 10 141 FRIENDS LANE STE 100 · NEWTOWN, PA 18940 | Accounting | $8,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,140 | $95,416+39.5% | $185,823-28.4% | $85,850+55.1% |
| Participation rate | 91.7% | 68.8%+22.9pp | 81.7%+10.0pp | 69.3%+22.4pp |
| Annual return | 18.59% | 23.59%-5.0pp | 122.05%-103.5pp | 318.53%-299.9pp |
| Employer contribution / active EE | $3,042 | $3,314-8.2% | $5,167-41.1% | $2,565+18.6% |
| Participant deferral / active EE | $6,291 | $3,423+83.8% | $5,568+13.0% | $3,952+59.2% |
| Admin fee / account holder | $506 | $7,213-93.0% | $16,237-96.9% | $6,260-91.9% |