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 |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 28 · EIN 91-1116938 | Investment Management | $78,556 |
Filed as: FIDELITY INV INSTIT OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $48,725 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $17,310 |
Filed as: FIDELITY INV INSTIT OPERATIONS Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,292 | $80,211+22.5% | $74,183+32.5% | $63,975+53.6% |
| Participation rate | 92.5% | 84.2%+8.4pp | 76.6%+15.9pp | 71.1%+21.4pp |
| Annual return | 6.95% | 14.13%-7.2pp | 17.74%-10.8pp | 48.65%-41.7pp |
| Employer contribution / active EE | $4,969 | $2,553+94.6% | $2,370+109.7% | $2,182+127.8% |
| Participant deferral / active EE | $4,911 | $4,370+12.4% | $3,550+38.4% | $3,356+46.3% |
| Admin fee / account holder | $36 | $67-46.6% | $5,586-99.4% | $70-49.1% |