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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $260,700 |
Filed as: FIDELITY MGMT TRUST CO Service code 19 · EIN 04-3022712 | Securities Custodian | $134,400 |
NEPC, LLC6+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $128,400 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $58,000 |
DICKINSON WRIGHT6+ years Service code 29 · EIN 38-1364333 | Legal | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,102 | $176,491+44.0% | $95,952+164.8% | $90,288+181.4% |
| Participation rate | 97.7% | 86.6%+11.1pp | 77.1%+20.6pp | 73.4%+24.3pp |
| Annual return | 12.12% | 20.14%-8.0pp | 91.61%-79.5pp | 53.97%-41.8pp |
| Employer contribution / active EE | $3,763 | $2,789+34.9% | $2,541+48.1% | $2,524+49.1% |
| Participant deferral / active EE | $13,919 | $5,340+160.7% | $4,167+234.0% | $4,232+228.9% |
| Admin fee / account holder | $110 | $154-28.5% | $6,795-98.4% | $114-3.4% |