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 |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $193,280 |
Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 16 · EIN 04-2647786 | Consulting | $76,674 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 99 · EIN 26-0058143 | Other Fees | $67,129 |
INSERO & CO. CPAS, LLP8+ years Filed as: INSERO AND CO. CPAS,LLP Service code 99 · EIN 47-5324570 | Other Fees | $13,650 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $12,923 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 99 · EIN 04-2530412 | Other Fees | $8,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,964 | $98,780+87.2% | $60,874+203.8% | $77,904+137.4% |
| Participation rate | 74.8% | 76.7%-1.8pp | 73.1%+1.7pp | 73.7%+1.2pp |
| Annual return | -11.56% | -11.56%0pp | 16.90%-28.5pp | 12.21%-23.8pp |
| Employer contribution / active EE | $5,402 | $3,605+49.9% | $2,701+100.0% | $2,848+89.7% |
| Participant deferral / active EE | $5,381 | $4,200+28.1% | $3,817+41.0% | $4,806+12.0% |
| Admin fee / account holder | $188 | $89+112.7% | $3,224-94.2% | $133+42.2% |