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 |
|---|---|---|
NYHART10+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $89,023 |
PROMANAGE LLC4 years Filed as: PROMANAGE, LLC Service code 26 130 EAST RANDOLPH STREET SUITE 2825 · CHICAGO, IN 60601 | Advisory (Participants) | $69,939 |
TMI TRUST COMPANY6 years Service code 26 1100 ABERNATHY ROAD NE, SUITE 480 · ATLANTA, GA 30328 | Advisory (Participants) | $50,000 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,344 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $10,208 |
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 | $73,626 | $66,457+10.8% | $81,382-9.5% | $77,643-5.2% |
| Participation rate | 68.1% | 68.7%-0.7pp | 69.5%-1.4pp | 70.6%-2.5pp |
| Annual return | 13.84% | 15.93%-2.1pp | 24.73%-10.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,181 | $2,159+1.0% | $2,463-11.4% | $2,726-20.0% |
| Participant deferral / active EE | $4,675 | $3,679+27.1% | $3,883+20.4% | $4,647+0.6% |
| Admin fee / account holder | $224 | $583-61.6% | $5,768-96.1% | $430-48.0% |