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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $437,090 |
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $29,891 |
Filed as: CLARK SCHAEFFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $20,850 |
WITHUMSMITH+BROWN, PC7 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $632 |
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 | $21,825 | $68,330-68.1% | $149,673-85.4% | $96,393-77.4% |
| Participation rate | 74.0% | 74.6%-0.6pp | 78.8%-4.7pp | 71.3%+2.8pp |
| Annual return | 18.45% | 29.64%-11.2pp | 134.42%-116.0pp | 22.88%-4.4pp |
| Employer contribution / active EE | $614 | $2,139-71.3% | $4,818-87.3% | $3,238-81.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $47 | $52-9.9% | $13,210-99.6% | $74-36.6% |