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, LLC5 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $95,721 |
Service code 16 3263 DRY RUN VIEW LANE · CINCINNATI, OH 45244 | Consulting | $14,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$156,429 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,029 | $136,266+1.3% | $90,749+52.1% | $77,904+77.2% |
| Participation rate | 83.9% | 86.6%-2.7pp | 75.7%+8.3pp | 73.7%+10.3pp |
| Annual return | -18.60% | -11.32%-7.3pp | -12.16%-6.4pp | 12.21%-30.8pp |
| Employer contribution / active EE | $4,065 | $4,215-3.6% | $2,921+39.2% | $2,848+42.8% |
| Participant deferral / active EE | $9,282 | $6,353+46.1% | $4,564+103.4% | $4,806+93.1% |
| Admin fee / account holder | -$27 | $399-106.8% | $8,445-100.3% | $133-120.5% |