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 | $246,700 |
NEPC, LLC7+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $130,700 |
Filed as: FIDELITY MGMT TRUST CO Service code 19 · EIN 04-3022712 | Securities Custodian | $117,200 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $53,200 |
DICKINSON WRIGHT7+ years Service code 29 · EIN 38-1364333 | Legal | $20,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,408 | $144,996+84.4% | $111,297+140.3% | $93,030+187.4% |
| Participation rate | 98.3% | 86.2%+12.2pp | 77.3%+21.0pp | 73.9%+24.4pp |
| Annual return | 12.38% | 18.26%-5.9pp | 54.65%-42.3pp | 158.70%-146.3pp |
| Employer contribution / active EE | $8,196 | $3,056+168.2% | $2,731+200.1% | $2,706+202.9% |
| Participant deferral / active EE | $15,551 | $5,587+178.3% | $4,487+246.6% | $4,562+240.9% |
| Admin fee / account holder | $117 | $103+13.4% | $7,964-98.5% | $152-22.7% |