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 |
|---|---|---|
ALSTON & BIRD LLP2 years Service code 16 · EIN 58-0137615 | Consulting | $12,161 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $11,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,567 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,458 | $85,135+6.3% | $98,907-8.5% | $73,409+23.2% |
| Participation rate | 94.2% | 81.1%+13.0pp | 76.0%+18.2pp | 72.2%+22.0pp |
| Annual return | 14.32% | 19.14%-4.8pp | 196.43%-182.1pp | 59.29%-45.0pp |
| Employer contribution / active EE | $338 | $2,721-87.6% | $2,689-87.4% | $2,234-84.9% |
| Participant deferral / active EE | $3,418 | $4,349-21.4% | $4,244-19.5% | $3,805-10.2% |
| Admin fee / account holder | $38 | $139-72.9% | $6,642-99.4% | $158-76.1% |