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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,243,767 |
Filed as: FIDELITY INVEST INST OPR CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,680,475 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $116,621 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $55,456 |
FOLEY & LARDNER LLP7 years Service code 16 · EIN 39-0473800 | Consulting | $40,263 |
WIPFLI LLP8 years Service code 16 · EIN 39-0758449 | Consulting | $26,076 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $9,792 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,372 | $237,678-27.9% | $113,168+51.4% | $140,769+21.7% |
| Participation rate | 87.2% | 92.1%-4.9pp | 76.6%+10.6pp | 74.2%+13.0pp |
| Annual return | 13.25% | 20.63%-7.4pp | 24.27%-11.0pp | 16.82%-3.6pp |
| Employer contribution / active EE | $5,013 | $6,583-23.9% | $2,975+68.5% | $3,906+28.3% |
| Participant deferral / active EE | $8,919 | $11,080-19.5% | $5,107+74.6% | $6,717+32.8% |
| Admin fee / account holder | $93 | $66+40.4% | $12,068-99.2% | $229-59.6% |