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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $13,102 |
BDO USA, LLP1 year Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $12,000 |
HERTZBACH & COMPANY PA6 years Service code 10 800 RED BROOK BLVD STE 300 · OWINGS MILLS, MD 21117 | Accounting | $12,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,457 | $59,805+114.8% | $79,550+61.5% | $68,494+87.5% |
| Participation rate | 98.6% | 61.1%+37.6pp | 69.5%+29.2pp | 67.9%+30.8pp |
| Annual return | 1.55% | -12.30%+13.9pp | 0.16%+1.4pp | -7.84%+9.4pp |
| Employer contribution / active EE | $1,331 | $1,505-11.5% | $2,413-44.8% | $2,596-48.7% |
| Participant deferral / active EE | $2,043 | $3,024-32.4% | $3,985-48.7% | $4,027-49.3% |
| Admin fee / account holder | $285 | $4,835-94.1% | $6,832-95.8% | $5,403-94.7% |