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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,292 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 22-2232264 | Consulting | $24,322 |
ARMANINO LLP3+ years Service code 10 · EIN 94-6214841 | Accounting | $19,950 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,762 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,387 | $47,634-40.4% | $90,404-68.6% | $90,288-68.6% |
| Participation rate | 92.1% | 67.5%+24.6pp | 72.7%+19.4pp | 73.4%+18.7pp |
| Annual return | 14.80% | 19.61%-4.8pp | 1293.02%-1278.2pp | 53.97%-39.2pp |
| Employer contribution / active EE | $199 | $1,749-88.6% | $3,262-93.9% | $2,524-92.1% |
| Participant deferral / active EE | $2,300 | $2,824-18.6% | $3,963-42.0% | $4,232-45.7% |
| Admin fee / account holder | $90 | $106-15.4% | $5,611-98.4% | $114-21.3% |