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 |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $293,674 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $257,614 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $229,718 |
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1175091 | Consulting | $50,000 |
WHITLEY PENN LLP6+ years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $22,020 |
K&L GATES2 years Service code 29 · EIN 25-0921018 | Legal | $12,174 |
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 | $218,111 | $105,190+107.3% | $98,907+120.5% | $90,288+141.6% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.0%+22.2pp | 73.4%+24.9pp |
| Annual return | 12.00% | 18.52%-6.5pp | 196.43%-184.4pp | 53.97%-42.0pp |
| Employer contribution / active EE | $11,330 | $3,831+195.8% | $2,689+321.4% | $2,524+348.9% |
| Participant deferral / active EE | $10,430 | $5,616+85.7% | $4,244+145.8% | $4,232+146.5% |
| Admin fee / account holder | $215 | $97+121.1% | $6,642-96.8% | $114+88.7% |