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 |
|---|---|---|
BURLEIGH CONSULTING GROUP2+ years Service code 16 · EIN 62-0842964 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Consulting | $19,450 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 72 | Other investment fees and expenses | $0 |
Participant contribution per participant 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 | $19,960 | $34,495-42.1% | $78,689-74.6% | $63,975-68.8% |
| Participation rate | 97.7% | 60.8%+36.9pp | 73.6%+24.1pp | 71.1%+26.6pp |
| Annual return | 8.81% | 11.62%-2.8pp | 62.18%-53.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $2,188 | $1,398+56.5% | $2,851-23.3% | $2,182+0.3% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $10 | $68-85.4% | $4,510-99.8% | $70-85.9% |