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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,104,144 |
Filed as: FIDELITY INVEST INST OPR CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,528,309 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $104,772 |
FOLEY & LARDNER LLP6 years Service code 16 · EIN 39-0473800 | Consulting | $72,295 |
WIPFLI LLP7 years Service code 16 · EIN 39-0758449 | Consulting | $53,123 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $31,222 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $27,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,022 | $178,759-17.2% | $102,423+44.5% | $106,382+39.1% |
| Participation rate | 85.2% | 91.3%-6.1pp | 76.5%+8.7pp | 69.9%+15.3pp |
| Annual return | 23.57% | 17.23%+6.3pp | 29.32%-5.8pp | 17.37%+6.2pp |
| Employer contribution / active EE | $5,061 | $5,750-12.0% | $3,023+67.4% | $3,364+50.5% |
| Participant deferral / active EE | $7,460 | $9,466-21.2% | $5,053+47.6% | $5,569+34.0% |
| Admin fee / account holder | $81 | $62+30.0% | $9,451-99.1% | $79+1.9% |