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 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 |
|---|---|---|
GOLDMAN SACHS7+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 15 · EIN 27-4981131 | Recordkeeping | $29,542 |
GOLDMAN SACHS1 year Filed as: AVEO CAPITAL Service code 99 · EIN 27-4981131 | Other Fees | $20,231 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $16,694 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,210 |
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 15 · EIN 25-1443041 | Recordkeeping | $4,293 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,979 | $84,487-57.4% | $125,339-71.3% | $66,914-46.2% |
| Participation rate | 84.7% | 76.4%+8.2pp | 82.4%+2.3pp | 69.8%+14.9pp |
| Annual return | -15.36% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,345 | $3,553-5.8% | $4,814-30.5% | $2,544+31.5% |
| Participant deferral / active EE | $10,558 | $6,781+55.7% | $7,446+41.8% | $4,237+149.2% |
| Admin fee / account holder | $223 | $685-67.5% | $10,010-97.8% | $593-62.4% |