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 |
|---|---|---|
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $53,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,635 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $25,200 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $623,143 | $106,028+487.7% | $146,958+324.0% | $77,643+702.6% |
| Participation rate | 89.5% | 78.4%+11.2pp | 82.2%+7.4pp | 70.6%+19.0pp |
| Annual return | 15.39% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $15,415 | $4,063+279.4% | $4,933+212.5% | $2,726+465.5% |
| Participant deferral / active EE | $10,745 | $7,990+34.5% | $8,070+33.2% | $4,647+131.2% |
| Admin fee / account holder | $265 | $337-21.5% | $12,998-98.0% | $430-38.4% |