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 9-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 |
|---|---|---|
Filed as: FIDELITY INVEST INST OPR CO. Service code 37 · EIN 04-2647786 | Loan Processing | $2,100,741 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,066,687 |
Filed as: WILLIS TOWER WATSON US LLC Service code 16 · EIN 53-0181291 | Consulting | $137,680 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $129,007 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $41,107 |
FOLEY & LARDNER LLP2 years Service code 16 · EIN 39-0473800 | Consulting | $27,082 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $16,650 |
HEWITT ASSOCIATES LLC2 years Filed as: AONHEWITT CONSULTING, INC. Service code 16 · EIN 36-2235791 | Consulting | $14,720 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $10,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,456 | $164,350-12.7% | $95,952+49.5% | $106,222+35.1% |
| Participation rate | 94.4% | 90.5%+4.0pp | 77.1%+17.4pp | 70.8%+23.6pp |
| Annual return | 12.99% | 14.56%-1.6pp | 91.61%-78.6pp | 21.69%-8.7pp |
| Employer contribution / active EE | $1,842 | $4,292-57.1% | $2,541-27.5% | $2,723-32.4% |
| Participant deferral / active EE | $7,147 | $7,854-9.0% | $4,167+71.5% | $4,600+55.4% |
| Admin fee / account holder | $107 | $65+63.9% | $6,795-98.4% | $78+36.9% |