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 |
|---|---|---|
Service code 26 · EIN 82-0494854 | Advisory (Participants) | $44,867 |
RANDALL & HURLEY, INC.4+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $23,497 |
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 | $29,532 | $60,396-51.1% | $111,392-73.5% | $56,287-47.5% |
| Participation rate | 90.6% | 72.4%+18.2pp | 78.9%+11.7pp | 69.9%+20.7pp |
| Annual return | -4.69% | 20.26%-24.9pp | -2.06%-2.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,635 | $3,459-52.7% | $4,328-62.2% | $2,111-22.5% |
| Participant deferral / active EE | $3,941 | $4,421-10.9% | $5,567-29.2% | $3,350+17.7% |
| Admin fee / account holder | $212 | $610-65.2% | $12,266-98.3% | $521-59.3% |