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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE Service code 52 · EIN 13-5581829 | Indirect Investment Fees | $256,637 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $173,200 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $64,125 |
DICLAUDIO & KRAMER, LLC6+ years Service code 10 · EIN 27-0889793 | Accounting | $17,000 |
TUCKER ARENSBERG6+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $12,908 |
MEYER, UNKOVIC & SCOTT2 years Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $9,985 |
ALLAN BATES AND ASSOCIATES6+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $6,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,303 | $81,719+14.2% | $101,248-7.8% | $90,288+3.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 8.90% | 337.64%-328.7pp | 46.47%-37.6pp | 53.97%-45.1pp |
| Employer contribution / active EE | $6,448 | $3,622+78.0% | $3,660+76.2% | $2,524+155.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $269 | $162+65.9% | $5,945-95.5% | $114+135.5% |