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 ADVISORS3+ years Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $68,575 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $16,767 |
COHENREZNICK LLP3+ years Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $11,750 |
CITIZENS BANK3+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $9,720 |
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 | $155,430 | $75,388+106.2% | $123,544+25.8% | $55,725+178.9% |
| Participation rate | 94.8% | 75.7%+19.2pp | 82.3%+12.5pp | 70.9%+24.0pp |
| Annual return | 4.82% | 4.48%+0.3pp | 119.20%-114.4pp | 244.93%-240.1pp |
| Employer contribution / active EE | $8,195 | $3,063+167.5% | $4,628+77.1% | $2,078+294.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $234 | $120+95.4% | $9,284-97.5% | $115+103.2% |