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 |
|---|---|---|
CENSEO ADVISORS3 years Service code 34 680 VILLAGE TRACE NE, BLDG 20, SUIT · MARIETTA, GA 30067 | Valuation (appraisals, etc.) | $0 |
ESOP PARTNERS LLC3 years Service code 64 3601 E. EVERGREEN DR. SUITE 200 · APPLETON, WI 54913 | Recordkeeping Fees | $0 |
GREATBANC TRUST COMPANY3 years Service code 21 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Bank Trustee | $0 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE SUITE 30309 · ATLANTA, GA 30309 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,364 | $106,236-75.2% | $112,228-76.5% | $64,808-59.3% |
| Participation rate | 89.9% | 71.7%+18.2pp | 75.1%+14.8pp | 71.5%+18.4pp |
| Annual return | 3414.33% | -6.02%+3420.4pp | 27.45%+3386.9pp | 32.82%+3381.5pp |
| Employer contribution / active EE | $1,160 | $3,166-63.4% | $3,635-68.1% | $2,506-53.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $452-99.5% | $6,410-100.0% | $188-98.7% |