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 | $170,992 |
NEPC, LLC9+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $145,460 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $105,240 |
DICKINSON WRIGHT9+ years Service code 29 · EIN 38-1364333 | Legal | $49,904 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $8,629 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,188 | $104,697+129.4% | $96,544+148.8% | $80,160+199.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 16.45% | 21.78%-5.3pp | 25.84%-9.4pp | 40.38%-23.9pp |
| Employer contribution / active EE | $12,293 | $3,536+247.6% | $2,965+314.6% | $2,978+312.8% |
| Participant deferral / active EE | $20,710 | $6,188+234.7% | $4,851+326.9% | $5,017+312.8% |
| Admin fee / account holder | $75 | $107-29.7% | $8,252-99.1% | $145-48.2% |