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 GROUP3+ years Service code 16 · EIN 62-0842964 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Consulting | $0 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES3+ 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.
Annual investment return 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 | $22,105 | $41,256-46.4% | $86,590-74.5% | $77,958-71.6% |
| Participation rate | 97.3% | 63.0%+34.3pp | 73.5%+23.8pp | 71.6%+25.7pp |
| Annual return | 13.34% | 17.67%-4.3pp | 964.84%-951.5pp | 20.87%-7.5pp |
| Employer contribution / active EE | $2,797 | $1,613+73.4% | $2,839-1.5% | $2,310+21.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $71-100.0% | $4,906-100.0% | $97-100.0% |