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 |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $55,919 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,492 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,080 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,630 | $86,929+67.5% | $102,423+42.2% | $80,856+80.1% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.6%+17.5pp |
| Annual return | 18.13% | 18.88%-0.7pp | 29.32%-11.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $3,889 | $2,369+64.1% | $3,023+28.6% | $2,755+41.2% |
| Participant deferral / active EE | $10,549 | $4,118+156.1% | $5,053+108.8% | $4,296+145.6% |
| Admin fee / account holder | $727 | $8,049-91.0% | $9,451-92.3% | $6,918-89.5% |