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: GALLAGHER BENEFIT SERVICES INC. Service code 99 · EIN 36-4291971 | Other Fees | $12,075 |
DEFINITI LLC3 years Service code 49 · EIN 47-4066865 | Other Services | $8,853 |
Filed as: MML INVESTORS SERVICES LLC Service code 26 · EIN 04-1590850 | Advisory (Participants) | $6,002 |
CARON & BLETZER, PLLC5 years Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 59-1926443 | Other Fees | $5,959 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,249 |
MORNINGSTAR8+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $410 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,699 | $65,435+18.7% | $86,677-10.4% | $66,914+16.1% |
| Participation rate | 74.8% | 75.5%-0.7pp | 76.6%-1.8pp | 69.8%+5.0pp |
| Annual return | -14.70% | -10.89%-3.8pp | 35.91%-50.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,807 | $2,153-16.1% | $2,836-36.3% | $2,544-29.0% |
| Participant deferral / active EE | $4,691 | $4,100+14.4% | $4,656+0.8% | $4,237+10.7% |
| Admin fee / account holder | $172 | $642-73.2% | $7,493-97.7% | $593-71.0% |