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 |
|---|---|---|
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE STREET · NASHVILLE, TN 37302 | Advisory (Plan) | $56,603 |
Filed as: EMPOWER ANNUITY INSURANCE COPMANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $21,387 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 P.O. BOX 219073 · KANSAC CITY, MO 64121 | Contract Administrator | $21,326 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $15,936 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,390 | $50,815+115.3% | $155,509-29.7% | $77,643+40.9% |
| Participation rate | 80.8% | 63.1%+17.7pp | 78.2%+2.6pp | 70.6%+10.3pp |
| Annual return | 21.06% | 34.80%-13.7pp | 64.67%-43.6pp | 31.24%-10.2pp |
| Employer contribution / active EE | $4,959 | $1,993+148.8% | $4,672+6.1% | $2,726+81.9% |
| Participant deferral / active EE | $3,324 | $2,822+17.8% | $5,626-40.9% | $4,647-28.5% |
| Admin fee / account holder | $271 | $437-38.0% | $15,912-98.3% | $430-37.1% |