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 |
|---|---|---|
HOULIHAN LOKEY FINANCIAL ADVISORS1+ years Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $62,381 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $20,270 |
COHENREZNICK LLP1+ years Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $10,650 |
CITIZENS BANK1+ years Service code 19 ONE CITIZENS PLAZA · PROVIDENCE, RI 02903 | Securities Custodian | $8,850 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,002 | $80,177+95.8% | $123,892+26.7% | $57,658+172.3% |
| Participation rate | 97.1% | 74.4%+22.7pp | 81.4%+15.7pp | 70.2%+26.9pp |
| Annual return | 0.37% | 17.90%-17.5pp | 47.52%-47.2pp | 5.13%-4.8pp |
| Employer contribution / active EE | $7,599 | $2,913+160.9% | $4,617+64.6% | $1,974+285.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $212 | $106+99.4% | $8,357-97.5% | $95+124.3% |