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) | $43,106 |
RANDALL & HURLEY, INC.5+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $38,363 |
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 | $31,967 | $72,658-56.0% | $127,761-75.0% | $67,579-52.7% |
| Participation rate | 91.3% | 80.0%+11.3pp | 79.0%+12.3pp | 71.3%+20.0pp |
| Annual return | 21.15% | 26.49%-5.3pp | 26.14%-5.0pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,307 | $3,988-42.2% | $4,574-49.6% | $2,148+7.4% |
| Participant deferral / active EE | $3,701 | $5,383-31.2% | $6,021-38.5% | $3,539+4.6% |
| Admin fee / account holder | $222 | $127+74.9% | $9,395-97.6% | $142+56.1% |