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 8-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 | Direct payment from the plan; Claims ... | $838,771 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $52,697 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $33,267 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,285 | $122,602-52.5% | $177,821-67.2% | $93,223-37.5% |
| Participation rate | 80.1% | 91.3%-11.2pp | 87.7%-7.6pp | 74.9%+5.2pp |
| Annual return | 13.33% | 22.53%-9.2pp | 48.32%-35.0pp | 19.29%-6.0pp |
| Employer contribution / active EE | $2,085 | $4,338-51.9% | $5,918-64.8% | $2,680-22.2% |
| Participant deferral / active EE | $3,784 | $7,134-47.0% | $7,714-51.0% | $4,563-17.1% |
| Admin fee / account holder | $107 | $62+73.2% | $12,427-99.1% | $79+34.7% |