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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $53,165 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $31,047 |
COMPASS 360, LLC1 year Service code 15 · EIN 81-1939215 118 PORTSMOUTH AVENUE · STRATHAM, NH 03885 | Recordkeeping | $4,575 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,767 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,232 | $44,960-3.8% | $84,966-49.1% | $74,495-42.0% |
| Participation rate | 92.1% | 49.4%+42.8pp | 67.5%+24.6pp | 67.2%+24.9pp |
| Annual return | 17.35% | 26.24%-8.9pp | 66.38%-49.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,517 | $2,731+468.2% | $4,519+243.4% | $4,346+257.1% |
| Admin fee / account holder | $155 | $2,209-93.0% | $6,149-97.5% | $1,942-92.0% |