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 |
|---|---|---|
NIETZKE & FAUPEL PC8 years Filed as: NIETZKE & FAUPEL, PC Service code 10 · EIN 38-2475086 | Accounting | $6,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $75 |
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 | $162,755 | $91,760+77.4% | $156,181+4.2% | $67,986+139.4% |
| Participation rate | 95.3% | 65.0%+30.3pp | 78.8%+16.5pp | 57.2%+38.1pp |
| Annual return | 11.25% | 18.14%-6.9pp | 64.87%-53.6pp | 31.67%-20.4pp |
| Employer contribution / active EE | $7,481 | $2,419+209.2% | $4,294+74.2% | $2,019+270.6% |
| Participant deferral / active EE | $5,294 | $3,960+33.7% | $6,132-13.7% | $3,358+57.6% |
| Admin fee / account holder | $33 | $3,949-99.2% | $14,586-99.8% | $3,203-99.0% |