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 |
|---|---|---|
HOLLAND & KNIGHT3+ years Filed as: HOLLAND & KNIGHT, LLP Service code 29 · EIN 59-0663819 201 N. FRANKLIN STREET · TAMPA, FL 33602 | Legal | $9,786 |
MANN ASSOCIATES, INC.3+ years Service code 13 · EIN 36-3801284 155 PFINGSTEN ROAD · DEERFIELD, IL 60015 | Contract Administrator | $9,488 |
SIKICH LLP2 years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168001 13400 BISHOP'S LANE · BROOKFIELD, WI 53005 | Accounting | $7,800 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO., Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,420 | $50,637+173.4% | $86,590+59.9% | $62,292+122.2% |
| Participation rate | 99.1% | 67.9%+31.2pp | 73.5%+25.6pp | 69.5%+29.6pp |
| Annual return | 12.22% | 20.80%-8.6pp | 964.84%-952.6pp | 28.90%-16.7pp |
| Employer contribution / active EE | $45 | $2,075-97.8% | $2,839-98.4% | $2,042-97.8% |
| Participant deferral / active EE | $6,169 | $2,611+136.3% | $3,609+71.0% | $3,169+94.7% |
| Admin fee / account holder | $207 | $413-49.9% | $4,906-95.8% | $479-56.8% |