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: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $51,807 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $38,842 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS, INC. Service code 16 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Consulting | $17,878 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,472 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,392 | $56,767-44.7% | $101,794-69.2% | $85,563-63.3% |
| Participation rate | 88.0% | 57.6%+30.4pp | 69.2%+18.8pp | 66.0%+22.1pp |
| Annual return | 19.28% | 17.76%+1.5pp | 30.53%-11.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $533 | $1,112-52.1% | $2,289-76.7% | $2,654-79.9% |
| Participant deferral / active EE | $3,089 | $2,720+13.6% | $4,084-24.4% | $4,375-29.4% |
| Admin fee / account holder | $199 | $1,098-81.9% | $8,777-97.7% | $834-76.1% |