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 LLP2 years Service code 15 · EIN 35-0921680 | Recordkeeping | $14,836 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $6,200 |
RP FINANCIAL4+ years Service code 34 1100 NORTH GLEBE ROAD, STE 600 · ARLINGTON, VA 22201 | Shareholder servicing fees; Valuation... | $5,443 |
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 | $132,493 | $79,523+66.6% | $140,016-5.4% | $56,287+135.4% |
| Participation rate | 99.1% | 85.7%+13.4pp | 87.5%+11.6pp | 69.9%+29.2pp |
| Annual return | 7.92% | 2.39%+5.5pp | 651.12%-643.2pp | -9.96%+17.9pp |
| Employer contribution / active EE | $2,978 | $3,350-11.1% | $5,606-46.9% | $2,111+41.1% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $230 | $614-62.5% | $10,705-97.8% | $521-55.8% |