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 4-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,105,765 |
Service code 37 · EIN 04-2647786 | Loan Processing | $802,110 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $80,000 |
KILPATRICK TOWNSEND2+ years Service code 29 · EIN 58-0511774 | Legal | $22,698 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR, INC. Service code 16 · EIN 36-3297908 | Consulting | $19,695 |
WITHUMSMITH+BROWN, PC1 year Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $17,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,188 | $35,293+356.7% | $77,024+109.3% | $89,394+80.3% |
| Participation rate | 89.2% | 31.3%+57.9pp | 67.9%+21.3pp | 71.3%+17.9pp |
| Annual return | -15.54% | -5.92%-9.6pp | 42.32%-57.9pp | -11.89%-3.7pp |
| Employer contribution / active EE | $2,484 | $695+257.4% | $2,812-11.7% | $3,022-17.8% |
| Participant deferral / active EE | $7,022 | $1,764+298.0% | $4,426+58.6% | $5,123+37.1% |
| Admin fee / account holder | $134 | $105+27.4% | $5,425-97.5% | $79+68.5% |