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 Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $84,264 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $35,435 |
Service code 16 3263 DRY RUN VIEW LANE · CINCINNATI, OH 45244 | Consulting | $15,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$167,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,164 | $104,631+59.8% | $98,439+69.8% | $80,160+108.5% |
| Participation rate | 83.2% | 87.5%-4.4pp | 75.2%+8.0pp | 72.9%+10.2pp |
| Annual return | 20.95% | 34.72%-13.8pp | 21.16%-0.2pp | 40.38%-19.4pp |
| Employer contribution / active EE | $4,103 | $4,517-9.2% | $3,048+34.6% | $2,978+37.8% |
| Participant deferral / active EE | $9,448 | $6,545+44.3% | $4,738+99.4% | $5,017+88.3% |
| Admin fee / account holder | -$16 | $105-115.5% | $8,948-100.2% | $145-111.2% |