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 | $112,023 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 22-2232264 | Consulting | $48,862 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $13,804 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,277 |
DUFFY KRUSPODIN LLP2 years Filed as: DUFFY KRUSPODIN, LLP Service code 10 · EIN 95-4244393 | Accounting | $12,500 |
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 | $28,433 | $43,113-34.0% | $82,719-65.6% | $77,904-63.5% |
| Participation rate | 92.1% | 63.8%+28.3pp | 72.6%+19.6pp | 73.7%+18.4pp |
| Annual return | -16.57% | 2.60%-19.2pp | 701.18%-717.7pp | 12.21%-28.8pp |
| Employer contribution / active EE | $518 | $1,924-73.1% | $3,009-82.8% | $2,848-81.8% |
| Participant deferral / active EE | $2,642 | $3,057-13.6% | $4,395-39.9% | $4,806-45.0% |
| Admin fee / account holder | $125 | $102+22.0% | $5,329-97.7% | $133-5.9% |