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 |
|---|---|---|
CROWE LLP5 years Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $16,730 |
REAGAN COMPANIES ASSET MGMT.6 years Filed as: REAGAN CONSULTING, INC. Service code 34 3495 PIEDMONT ROAD, NE · ATLANTA, GA 30305 | Valuation (appraisals, etc.) | $15,000 |
Service code 10 · EIN 35-1307701 | Accounting | $13,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,991 | $102,553+31.6% | $151,611-11.0% | $66,914+101.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 15.83% | -10.82%+26.6pp | 3.33%+12.5pp | 1.58%+14.2pp |
| Employer contribution / active EE | $3,061 | $4,180-26.8% | $6,166-50.4% | $2,544+20.3% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |