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 PC9 years Filed as: NIETZKE & FAUPEL, PC Service code 10 · EIN 38-2475086 | Accounting | $6,800 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,100 | $71,370+159.4% | $303,047-38.9% | $71,370+159.4% |
| Participation rate | 96.6% | 55.1%+41.4pp | 87.1%+9.5pp | 55.1%+41.4pp |
| Annual return | 13.51% | 15.87%-2.4pp | 2.47%+11.0pp | 15.87%-2.4pp |
| Employer contribution / active EE | $6,949 | $1,874+270.7% | $7,418-6.3% | $1,874+270.7% |
| Participant deferral / active EE | $5,458 | $2,656+105.5% | $5,070+7.7% | $2,656+105.5% |
| Admin fee / account holder | $34 | $6,050-99.4% | $39,333-99.9% | $6,050-99.4% |