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 | $30,607 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $17,568 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $7,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,144 | $88,083-28.3% | $164,813-61.7% | $74,495-15.2% |
| Participation rate | 98.3% | 73.0%+25.3pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 27.56% | 17.26%+10.3pp | 69.93%-42.4pp | 1364.94%-1337.4pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,067 | $4,498+79.3% | $6,031+33.7% | $4,346+85.6% |
| Admin fee / account holder | $276 | $2,234-87.6% | $12,690-97.8% | $1,942-85.8% |