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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 16 320 WEST 57TH STREET, 3RD FLOOR · NEW YORK, NV 10019 | Consulting | $28,705 |
T ROWE PRICE RPS INC11+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $22,249 |
LILLING & COMPANY LLP2 years Service code 10 · EIN 13-3447681 | Accounting | $21,931 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 17 100 QUANNAPOWITT PARKWAY, SUITE 402 · WAKEFIELD, MA 01880 | Pension Consulting | $10,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,278 | $81,625+60.8% | $167,512-21.6% | $74,304+76.7% |
| Participation rate | 99.4% | 60.0%+39.4pp | 77.1%+22.4pp | 60.3%+39.1pp |
| Annual return | 16.23% | 26.09%-9.9pp | 1615.79%-1599.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,653 | $2,010+81.7% | $3,882-5.9% | $2,241+63.0% |
| Participant deferral / active EE | $7,710 | $4,115+87.4% | $6,405+20.4% | $3,767+104.7% |
| Admin fee / account holder | $253 | $3,474-92.7% | $9,769-97.4% | $2,969-91.5% |