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 ADVISORS5+ years Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $68,618 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $16,703 |
COHNREZNICK LLP2 years Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $13,000 |
CITIZENS BANK5+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $9,150 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $173,594 | $100,801+72.2% | $149,696+16.0% | $73,409+136.5% |
| Participation rate | 92.4% | 77.7%+14.7pp | 82.5%+10.0pp | 72.2%+20.3pp |
| Annual return | 15.10% | 265.34%-250.2pp | 276.60%-261.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $16,147 | $3,312+387.6% | $4,644+247.7% | $2,234+622.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $213 | $181+17.8% | $9,309-97.7% | $158+34.9% |