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 | Participant loan processing; Recordke... | $248,368 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $34,000 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $22,030 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $17,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4 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 | $65,943 | $176,491-62.6% | $95,952-31.3% | $90,288-27.0% |
| Participation rate | 95.4% | 86.6%+8.8pp | 77.1%+18.3pp | 73.4%+22.0pp |
| Annual return | 15.80% | 20.14%-4.3pp | 91.61%-75.8pp | 53.97%-38.2pp |
| Employer contribution / active EE | $2,935 | $2,789+5.3% | $2,541+15.5% | $2,524+16.3% |
| Participant deferral / active EE | $4,598 | $5,340-13.9% | $4,167+10.4% | $4,232+8.6% |
| Admin fee / account holder | $158 | $154+2.6% | $6,795-97.7% | $114+38.6% |