See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $98,640 |
Filed as: THE RICHARDS GROUP Service code 99 · EIN 03-0215988 | Other Fees | $10,445 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL AND PARKER LCL Service code 99 · EIN 01-0523282 | Other Fees | $9,675 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 99 · EIN 03-0271340 | Other Fees | $5,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,809 | $50,815+7.9% | $155,509-64.8% | $77,643-29.4% |
| Participation rate | 87.7% | 63.1%+24.6pp | 78.2%+9.5pp | 70.6%+17.1pp |
| Annual return | 15.45% | 34.80%-19.4pp | 64.67%-49.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $4,472 | $1,993+124.4% | $4,672-4.3% | $2,726+64.1% |
| Participant deferral / active EE | $4,342 | $2,822+53.9% | $5,626-22.8% | $4,647-6.6% |
| Admin fee / account holder | $118 | $437-72.9% | $15,912-99.3% | $430-72.5% |