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 | $55,415-65.3% | $155,509-87.6% | $74,495-74.2% |
| Participation rate | 79.0% | 61.9%+17.1pp | 78.2%+0.9pp | 67.2%+11.8pp |
| Annual return | 13.25% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $595 | $2,267-73.8% | $4,672-87.3% | $2,623-77.3% |
| Participant deferral / active EE | $1,848 | $2,836-34.8% | $5,626-67.2% | $4,346-57.5% |
| Admin fee / account holder | $225 | $1,738-87.1% | $15,912-98.6% | $1,942-88.4% |