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 |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $10,216 |
CROWE LLP6 years Service code 15 · EIN 35-0921680 | Recordkeeping | $8,617 |
CK FINANCIAL LLC2 years Filed as: RP FINANCIAL, L.C. Service code 34 1311-A DOLLEY MADISON BOULEVARD · MCLEAN, VA 22101 | Direct payment from the plan; Valuati... | $7,799 |
EIDE BAILLY LLP5 years Filed as: EIDE BAILLY Service code 10 · EIN 23-0382195 | Accounting | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,427 | $102,553+27.2% | $151,611-14.0% | $66,914+94.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -7.12% | -10.82%+3.7pp | 3.33%-10.5pp | 1.58%-8.7pp |
| Employer contribution / active EE | $3,440 | $4,180-17.7% | $6,166-44.2% | $2,544+35.2% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $277 | $630-56.0% | $11,616-97.6% | $593-53.3% |