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: ALEXANDER, THOMPSON, ARNOLD PLLC Service code 99 · EIN 62-1110839 | Other Fees | $5,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,125 | $101,955-38.1% | $112,887-44.1% | $71,457-11.7% |
| Participation rate | 93.8% | 82.1%+11.7pp | 80.5%+13.3pp | 67.9%+25.9pp |
| Annual return | 19.09% | 28.92%-9.8pp | 34.10%-15.0pp | 28.85%-9.8pp |
| Employer contribution / active EE | $5,056 | $4,743+6.6% | $4,563+10.8% | $2,588+95.4% |
| Participant deferral / active EE | $4,466 | $6,771-34.1% | $6,513-31.4% | $4,289+4.1% |
| Admin fee / account holder | $299 | $1,395-78.6% | $7,047-95.8% | $1,587-81.2% |