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 6-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 |
|---|---|---|
COURY FIRM ASSET MANAGEMENT6+ years Filed as: COURY FIRM ASSET MANAGEMENT LLC Service code 15 · EIN 82-1932610 260 FORBES AVENUE · PITTSBURGH, PA 15222 | Recordkeeping | $68,117 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 11405 BLUEGRASS PARKWAY · LOUISVILLE, KY 40299 | Recordkeeping | $65,943 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,403 | $129,095-88.1% | $184,200-91.6% | $77,671-80.2% |
| Participation rate | 91.5% | 87.3%+4.2pp | 86.8%+4.7pp | 70.6%+20.9pp |
| Annual return | 15.72% | 33.29%-17.6pp | 28.80%-13.1pp | 31.21%-15.5pp |
| Employer contribution / active EE | $243 | $4,410-94.5% | $6,424-96.2% | $2,726-91.1% |
| Participant deferral / active EE | $2,995 | $7,300-59.0% | $9,132-67.2% | $4,648-35.6% |
| Admin fee / account holder | $129 | $256-49.4% | $13,907-99.1% | $430-69.9% |