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 15 · EIN 35-0921680 | Recordkeeping | $17,122 |
CK FINANCIAL LLC1 year Filed as: RP FINANCIAL, L.C. Service code 34 1311-A DOLLEY MADISON BOULEVARD · MCLEAN, VA 22101 | Direct payment from the plan; Valuati... | $6,941 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY Service code 10 · EIN 23-0382195 | Accounting | $6,680 |
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 | $168,923 | $137,414+22.9% | $189,513-10.9% | $85,850+96.8% |
| Participation rate | 99.0% | 84.6%+14.4pp | 87.8%+11.2pp | 69.3%+29.7pp |
| Annual return | 11.74% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $3,500 | $4,344-19.4% | $6,162-43.2% | $2,565+36.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $266 | $8,630-96.9% | $12,045-97.8% | $6,260-95.7% |