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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC7 years Service code 27 · EIN 23-1706189 | Advisory (Plan) | $17,734 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,637 | $59,417-6.4% | $93,606-40.6% | $74,495-25.3% |
| Participation rate | 81.5% | 59.7%+21.9pp | 68.7%+12.8pp | 67.2%+14.3pp |
| Annual return | 14.42% | 81.83%-67.4pp | 133.20%-118.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $867 | $1,264-31.4% | $2,420-64.2% | $2,623-66.9% |
| Participant deferral / active EE | $3,653 | $3,050+19.8% | $4,411-17.2% | $4,346-15.9% |
| Admin fee / account holder | $157 | $3,021-94.8% | $8,285-98.1% | $1,942-91.9% |