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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,586 |
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $64,049 |
PROGRESSIVE COMPANIES1 year Service code 10 · EIN 38-1752417 | Accounting | $12,200 |
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 | $159,367 | $119,446+33.4% | $150,045+6.2% | $85,563+86.3% |
| Participation rate | 97.4% | 75.4%+22.0pp | 82.3%+15.1pp | 66.0%+31.4pp |
| Annual return | 19.00% | 23.72%-4.7pp | 62.55%-43.5pp | 31.51%-12.5pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $9,906 | $7,985+24.1% | $7,997+23.9% | $4,375+126.4% |
| Admin fee / account holder | $410 | $548-25.2% | $13,435-97.0% | $834-50.9% |