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 |
|---|---|---|
NEPC, LLC7 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $87,129 |
Service code 16 3263 DRY RUN VIEW LANE · CINCINNATI, OH 45244 | Consulting | $26,624 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $22,050 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$194,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,169 | $112,623+61.8% | $106,213+71.5% | $199,593-8.7% |
| Participation rate | 80.9% | 86.2%-5.4pp | 75.3%+5.6pp | 72.0%+8.9pp |
| Annual return | 16.50% | 15.57%+0.9pp | 116.14%-99.6pp | 34.25%-17.8pp |
| Employer contribution / active EE | $4,104 | $4,575-10.3% | $3,171+29.4% | $3,034+35.2% |
| Participant deferral / active EE | $9,424 | $6,659+41.5% | $5,016+87.9% | $5,087+85.3% |
| Admin fee / account holder | -$33 | $107-131.1% | $11,033-100.3% | $269-112.4% |