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 |
|---|---|---|
TUGGLE & ROYSTER1 year Filed as: TUGGLE, BURTON, & CO., P.C. Service code 10 · EIN 75-2444915 | Accounting | $7,000 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,699 | $93,571-19.1% | $135,903-44.3% | $75,163+0.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 20.62% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $5,666 | $3,537+60.2% | $4,856+16.7% | $2,670+112.2% |
| Participant deferral / active EE | $9,481 | $6,404+48.1% | $7,758+22.2% | $4,125+129.8% |
| Admin fee / account holder | $60 | $6,975-99.1% | $10,762-99.4% | $5,651-98.9% |