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 12 · EIN 13-3689044 | Direct payment from the plan; Account... | $266,224 |
FINANCIAL ENGINES4+ years Service code 26 · EIN 95-3250323 | Advisory (Participants) | $21,380 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $14,787 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,069 | $78,852-42.8% | $76,768-41.3% | $75,289-40.1% |
| Participation rate | 90.6% | 85.0%+5.6pp | 77.0%+13.6pp | 72.4%+18.1pp |
| Annual return | -4.86% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.8pp |
| Employer contribution / active EE | $2,177 | $2,794-22.1% | $2,485-12.4% | $2,405-9.5% |
| Participant deferral / active EE | $3,336 | $4,800-30.5% | $3,852-13.4% | $3,739-10.8% |
| Admin fee / account holder | $135 | $79+71.0% | $6,675-98.0% | $102+32.0% |