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 |
|---|---|---|
SEI INVESTMENTS8+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $166,273 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Recordkeeping and information managem... | $85,763 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $49,536 |
KRAW LAW GROUP8+ years Service code 29 · EIN 32-0465891 | Legal | $27,750 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $23,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,995 | $106,236-71.8% | $112,228-73.3% | $64,808-53.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -11.15% | -6.02%-5.1pp | 27.45%-38.6pp | 32.82%-44.0pp |
| Employer contribution / active EE | $4,948 | $3,166+56.3% | $3,635+36.1% | $2,506+97.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $172 | $452-61.8% | $6,410-97.3% | $188-8.2% |