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 |
|---|---|---|
BLACKROCK11+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $335,000 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $278,339 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $151,884 |
K&L GATES7 years Service code 29 · EIN 25-0921018 | Legal | $73,735 |
RUSSELL TRUST COMPANY11+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1659779 | Consulting | $50,025 |
WHITLEY PENN LLP2 years Service code 10 · EIN 75-2393478 | Accounting | $45,760 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 81-4017137 | Investment Management | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,588 | $123,077+92.2% | $116,228+103.6% | $102,872+130.0% |
| Participation rate | 99.2% | 87.0%+12.2pp | 74.6%+24.7pp | 73.0%+26.2pp |
| Annual return | 29.12% | 15.84%+13.3pp | 90.06%-60.9pp | 19.06%+10.1pp |
| Employer contribution / active EE | $11,741 | $4,380+168.0% | $2,994+292.1% | $3,526+233.0% |
| Participant deferral / active EE | $12,797 | $6,746+89.7% | $4,953+158.4% | $5,535+131.2% |
| Admin fee / account holder | $221 | $115+91.6% | $11,989-98.2% | $292-24.3% |