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, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $57,345 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE BENEFITS SOLUTIONS CONS Service code 70 3263 DRY RUN VIEW LANE · CINCINNATI, OH 45244 | Consulting Fees | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$158,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,248 | $114,195+50.8% | $106,548+61.7% | $93,030+85.2% |
| Participation rate | 87.1% | 86.4%+0.7pp | 76.1%+11.0pp | 73.9%+13.2pp |
| Annual return | 15.59% | 22.18%-6.6pp | 26.80%-11.2pp | 158.70%-143.1pp |
| Employer contribution / active EE | $3,990 | $4,009-0.5% | $2,819+41.5% | $2,706+47.4% |
| Participant deferral / active EE | $9,101 | $5,908+54.0% | $4,398+106.9% | $4,562+99.5% |
| Admin fee / account holder | -$54 | $105-151.6% | $7,407-100.7% | $152-135.6% |