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 |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911 | Accounting | $55,974 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,433 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,296 |
Filed as: FENNER MELSTROM & DOOLING PLC (FMD Service code 10 · EIN 38-1402622 | Accounting | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,692 | $65,061+108.6% | $143,757-5.6% | $66,914+102.8% |
| Participation rate | 96.3% | 65.2%+31.1pp | 80.3%+16.0pp | 69.8%+26.5pp |
| Annual return | -16.91% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,951 | $2,361+194.4% | $4,951+40.4% | $2,544+173.2% |
| Participant deferral / active EE | $5,972 | $2,919+104.6% | $5,637+5.9% | $4,237+41.0% |
| Admin fee / account holder | $280 | $502-44.2% | $14,673-98.1% | $593-52.8% |