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: THE ASSET CONSULTING GROUP, INC. Service code 27 410 S. ORCHARD STREET, SUITE 112 · BOISE, ID 83705 | Advisory (Plan) | $32,475 |
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Contract Administrator | $6,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,675 | $99,957-17.3% | $149,696-44.8% | $73,488+12.5% |
| Participation rate | 89.1% | 75.7%+13.4pp | 82.5%+6.6pp | 70.7%+18.4pp |
| Annual return | 19.92% | 53.87%-33.9pp | 276.60%-256.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $2,150 | $3,191-32.6% | $4,644-53.7% | $2,270-5.3% |
| Participant deferral / active EE | $6,764 | $6,073+11.4% | $6,842-1.1% | $3,740+80.9% |
| Admin fee / account holder | $292 | $551-47.0% | $9,309-96.9% | $513-43.1% |