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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $186,456 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,950 |
Filed as: RAYMOND JAMES FINC SRVCS ADVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $5,175 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,640 | $50,127+156.6% | $149,673-14.1% | $80,160+60.5% |
| Participation rate | 98.1% | 64.3%+33.8pp | 78.8%+19.3pp | 72.9%+25.2pp |
| Annual return | 16.93% | 29.82%-12.9pp | 134.42%-117.5pp | 40.38%-23.5pp |
| Employer contribution / active EE | $12,362 | $1,865+563.0% | $4,818+156.6% | $2,978+315.1% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $82 | $153-46.4% | $13,210-99.4% | $145-43.5% |