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 9-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 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $282,631 |
AGGREGATE RETIREMENT SERVICES5+ years Filed as: AGGREGATE RETIREMENT SOLUTIONS Service code 14 · EIN 47-1910719 | Plan Administrator | $185,164 |
Service code 27 · EIN 45-4807500 | Advisory (Plan) | $122,152 |
Filed as: BLUE & CO. Service code 10 · EIN 35-1178661 | Accounting | $6,500 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,349 | $56,095-28.1% | $178,490-77.4% | $90,288-55.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 21.55% | 28.81%-7.3pp | 151.07%-129.5pp | 53.97%-32.4pp |
| Employer contribution / active EE | $3,656 | $1,572+132.5% | $5,011-27.0% | $2,524+44.8% |
| Participant deferral / active EE | $5,716 | $2,669+114.2% | $5,202+9.9% | $4,232+35.1% |
| Admin fee / account holder | $161 | $101+59.9% | $13,984-98.8% | $114+41.1% |