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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $70,054 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $59,725 |
AUXIANT10+ years Service code 13 · EIN 42-1426202 | Contract Administrator | $45,966 |
Filed as: NOVARA TESIJA CATENACCI MCDONALD & Service code 29 · EIN 38-3763096 | Legal | $33,555 |
EMPLOYEE FRINGES AUDIT COMPANY10+ years Service code 10 · EIN 42-1122328 | Accounting | $13,000 |
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,609 | $95,880-11.8% | $107,525-21.3% | $85,563-1.1% |
| Participation rate | 94.3% | 70.1%+24.1pp | 75.1%+19.2pp | 66.0%+28.3pp |
| Annual return | 13.39% | 68.06%-54.7pp | 181.32%-167.9pp | 31.51%-18.1pp |
| Employer contribution / active EE | $5,238 | $3,812+37.4% | $3,754+39.6% | $2,654+97.4% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $280 | $1,025-72.7% | $8,919-96.9% | $834-66.4% |