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 |
|---|---|---|
FINANCIAL RENAISSANCE5 years Service code 27 · EIN 36-4252023 | Advisory (Plan) | $31,480 |
CORRELL CO.8 years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $21,182 |
CASSELL PLAN AUDITS8 years Service code 10 · EIN 46-2966358 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,224 | $55,472-65.3% | $155,567-87.6% | $74,546-74.2% |
| Participation rate | 79.0% | 61.9%+17.1pp | 78.2%+0.8pp | 67.2%+11.8pp |
| Annual return | 13.25% | 268.72%-255.5pp | 64.74%-51.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $595 | $2,269-73.8% | $4,674-87.3% | $2,624-77.3% |
| Participant deferral / active EE | $1,848 | $2,838-34.9% | $5,628-67.2% | $4,347-57.5% |
| Admin fee / account holder | $225 | $1,743-87.1% | $15,916-98.6% | $1,944-88.4% |