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 3-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 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $167,575 |
FRIDAY ELDREDGE & CLARK3+ years Service code 10 · EIN 71-0253637 | Accounting | $13,393 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,911 | $148,970+52.3% | $136,007+66.8% | $199,593+13.7% |
| Participation rate | 96.2% | 79.4%+16.8pp | 76.5%+19.7pp | 72.0%+24.2pp |
| Annual return | 15.64% | 27.07%-11.4pp | 579.32%-563.7pp | 34.25%-18.6pp |
| Employer contribution / active EE | $2,990 | $3,561-16.0% | $4,217-29.1% | $3,034-1.5% |
| Participant deferral / active EE | $11,472 | $6,140+86.8% | $7,025+63.3% | $5,087+125.5% |
| Admin fee / account holder | $100 | $144-30.3% | $6,858-98.5% | $269-62.7% |