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: CURI RMB CAPITAL LLC Service code 27 · EIN 59-3792751 | Advisory (Plan) | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,030 |
RMB CAPITAL MANAGEMENT LLC7 years Filed as: RMB WEST LLC Service code 27 · EIN 45-2322530 | Advisory (Plan) | $10,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,545 | $101,499-13.7% | $147,005-40.4% | $74,546+17.4% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.6pp |
| Annual return | 15.43% | 8732.34%-8716.9pp | 418.76%-403.3pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $5,178 | $3,811+35.9% | $4,934+4.9% | $2,624+97.3% |
| Participant deferral / active EE | $14,213 | $7,304+94.6% | $8,070+76.1% | $4,347+226.9% |
| Admin fee / account holder | $136 | $1,748-92.2% | $13,006-99.0% | $1,944-93.0% |