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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $393,198 |
AGGREGATE RETIREMENT SERVICES7+ years Filed as: AGGREGATE RETIREMENT SOLUTIONS Service code 14 · EIN 47-1910719 | Plan Administrator | $308,275 |
Service code 27 · EIN 45-4807500 | Advisory (Plan) | $137,500 |
Filed as: BLUE & CO Service code 10 · EIN 35-1178661 | Accounting | $15,000 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,472 | $45,000-10.1% | $143,757-71.8% | $77,904-48.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -14.47% | 29.03%-43.5pp | -0.04%-14.4pp | 12.21%-26.7pp |
| Employer contribution / active EE | $3,592 | $1,870+92.1% | $4,951-27.4% | $2,848+26.1% |
| Participant deferral / active EE | $6,219 | $3,157+97.0% | $5,637+10.3% | $4,806+29.4% |
| Admin fee / account holder | $205 | $98+108.4% | $14,673-98.6% | $133+54.8% |