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, LLC3 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $72,924 |
Service code 70 3263 DRY RUN VIEW LANE · CINCINNATI, OH 45244 | Consulting Fees | $27,150 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $14,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$114,457 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,287 | $105,190+50.5% | $98,907+60.0% | $90,288+75.3% |
| Participation rate | 86.7% | 86.4%+0.3pp | 76.0%+10.6pp | 73.4%+13.3pp |
| Annual return | 18.37% | 18.52%-0.2pp | 196.43%-178.1pp | 53.97%-35.6pp |
| Employer contribution / active EE | $3,188 | $3,831-16.8% | $2,689+18.6% | $2,524+26.3% |
| Participant deferral / active EE | $8,290 | $5,616+47.6% | $4,244+95.3% | $4,232+95.9% |
| Admin fee / account holder | $1 | $97-99.1% | $6,642-100.0% | $114-99.3% |