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 ADVISORS2+ years Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $58,108 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $23,591 |
COHENREZNICK LLP2+ years Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $11,100 |
CITIZENS BANK2+ years Service code 19 ONE CITIZENS PLAZA · PROVIDENCE, RI 02903 | Securities Custodian | $10,020 |
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 | $154,720 | $155,795-0.7% | $136,294+13.5% | $69,631+122.2% |
| Participation rate | 97.2% | 75.2%+21.9pp | 81.9%+15.2pp | 70.7%+26.5pp |
| Annual return | 0.33% | 232464.33%-232464.0pp | 5155.94%-5155.6pp | 27571.02%-27570.7pp |
| Employer contribution / active EE | $3,980 | $2,991+33.1% | $4,695-15.2% | $2,032+95.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $220 | $128+71.3% | $9,243-97.6% | $110+98.9% |