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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
RBT CPAS, LLP1 year Filed as: RBT CPAS LLP Service code 10 · EIN 14-1604297 | Accounting | $102,061 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $89,316 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $7,000 |
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 | $48,661 | $118,337-58.9% | $189,513-74.3% | $93,030-47.7% |
| Participation rate | 91.8% | 89.1%+2.8pp | 87.8%+4.0pp | 73.9%+17.9pp |
| Annual return | 11.92% | 21.77%-9.9pp | 555.15%-543.2pp | 158.70%-146.8pp |
| Employer contribution / active EE | $4,363 | $4,204+3.8% | $6,162-29.2% | $2,706+61.3% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $181 | $100+81.7% | $12,045-98.5% | $152+19.4% |