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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 |
|---|---|---|
Filed as: NORTHSTAR ASSET MANAGEMENT Service code 99 · EIN 13-4264898 | Other Fees | $14,930 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 49 · EIN 81-3989034 | Other Services | $8,714 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,643 | $100,923-78.6% | $150,045-85.6% | $74,304-70.9% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.3%+10.0pp | 60.3%+32.0pp |
| Annual return | 56.30% | 51.77%+4.5pp | 62.55%-6.2pp | 29.43%+26.9pp |
| Employer contribution / active EE | $16 | $3,463-99.5% | $4,693-99.7% | $2,241-99.3% |
| Participant deferral / active EE | $5,540 | $6,709-17.4% | $7,997-30.7% | $3,767+47.0% |
| Admin fee / account holder | $65 | $2,767-97.6% | $13,435-99.5% | $2,969-97.8% |