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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 15 · EIN 23-2186884 | Recordkeeping | $303,419 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $128,904 |
BREDHOFF & KAISER6+ years Filed as: BREDHOFF & KAISER P.L.L.C Service code 29 · EIN 52-0969534 | Legal | $63,181 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $60,180 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $46,128 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 26-1370698 | Pension Consulting | $38,424 |
BDO USA, LLP6+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $24,319 |
Filed as: GALLAGHER FIDUCIARY Service code 16 · EIN 36-4291971 | Consulting | $16,349 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $10,658 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,971 | $62,943+276.5% | $142,863+65.9% | $93,030+154.7% |
| Participation rate | 95.3% | 63.3%+32.0pp | 71.9%+23.4pp | 73.9%+21.4pp |
| Annual return | 37.96% | 16.28%+21.7pp | 5637.54%-5599.6pp | 158.70%-120.7pp |
| Employer contribution / active EE | $4,639 | $1,374+237.8% | $4,144+12.0% | $2,706+71.5% |
| Participant deferral / active EE | $3,398 | $2,841+19.6% | $3,837-11.4% | $4,562-25.5% |
| Admin fee / account holder | $220 | $103+114.1% | $6,560-96.6% | $152+45.0% |