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 |
|---|---|---|
Filed as: BEYOND WEALTH MANAGEMENT Service code 28 101 MAIN ST. · NEW PALTZ, NY 12561 | Investment Management | $18,646 |
Filed as: MESIROW Service code 28 · EIN 36-3429599 | Investment Management | $6,370 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,612 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 LLC Service code 15 118 PORTSMOUTH AVE, STE A2 · STRATHAM, NH 03885 | Recordkeeping | $1,000 |
UNITED OF OMAHA4 years Service code 15 · EIN 47-0322111 | Recordkeeping | $360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,921 | $86,922-4.6% | $102,438-19.1% | $80,874+2.5% |
| Participation rate | 87.4% | 72.4%+15.0pp | 76.5%+10.9pp | 67.6%+19.7pp |
| Annual return | 13.09% | 18.90%-5.8pp | 29.37%-16.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,872 | $2,369+21.2% | $3,024-5.0% | $2,756+4.2% |
| Participant deferral / active EE | $6,166 | $4,119+49.7% | $5,054+22.0% | $4,297+43.5% |
| Admin fee / account holder | $257 | $8,050-96.8% | $9,448-97.3% | $6,935-96.3% |