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 |
|---|---|---|
NEPC, LLC5+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $45,000 |
EMPLOYEE K5+ years Filed as: EMPLOYEE Service code 30 · EIN 06-1074625 | Employee (plan); Direct payment from ... | $36,267 |
REID & RIEGE, P.C.3 years Filed as: REID & REIGE Service code 29 · EIN 06-0867204 | Legal | $27,658 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,942 |
R.M. CHEVERIE & ASSOCIATES3 years Service code 29 · EIN 06-1335139 | Legal | $20,808 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 16 · EIN 23-2182079 | Consulting | $9,978 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $270 |
DODGE & COX3 years Filed as: DODGE AND COX Service code 28 · EIN 94-6067274 | Investment Management | $0 |
EATON VANCE3 years Service code 28 · EIN 04-6039283 | Investment Management | $0 |
HANCOCK WHITNEY BANK3 years Filed as: HANCOCK HORIZON Service code 28 · EIN 23-3040006 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,365 | $81,719-18.8% | $101,248-34.5% | $90,288-26.5% |
| Participation rate | 80.4% | 80.7%-0.4pp | 75.8%+4.5pp | 73.4%+7.0pp |
| Annual return | 5.58% | 337.64%-332.1pp | 46.47%-40.9pp | 53.97%-48.4pp |
| Employer contribution / active EE | $2,797 | $3,622-22.8% | $3,660-23.6% | $2,524+10.8% |
| Participant deferral / active EE | $75 | $3,310-97.7% | $4,370-98.3% | $4,232-98.2% |
| Admin fee / account holder | $256 | $162+58.3% | $5,945-95.7% | $114+124.7% |