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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $33,680 |
Filed as: CHARLES SCHWAB Service code 26 · EIN 94-1737782 | Advisory (Participants) | $9,269 |
BENEFIT PLANS SERVICES, INC.7+ years Filed as: BENEFIT PLANS SERVICES INC Service code 70 · EIN 55-0578023 | Consulting Fees | $3,000 |
Filed as: GREAT-WEST & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $2,860 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,858 | $104,317-36.9% | $159,436-58.7% | $86,799-24.1% |
| Participation rate | 74.4% | 77.7%-3.3pp | 82.8%-8.4pp | 72.3%+2.1pp |
| Annual return | 17.69% | 26.32%-8.6pp | 263.57%-245.9pp | 97.91%-80.2pp |
| Employer contribution / active EE | $2,411 | $3,451-30.1% | $4,829-50.1% | $2,405+0.2% |
| Participant deferral / active EE | $4,341 | $6,837-36.5% | $7,352-40.9% | $4,131+5.1% |
| Admin fee / account holder | $134 | $172-22.4% | $10,799-98.8% | $170-21.1% |