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: MARTIN, ,MARTIN, RANDALL & ASSOCIAT Service code 13 · EIN 64-0765749 | Contract Administrator | $8,230 |
GRINER DRILLING SERVICE, INC.3+ years Service code 99 · EIN 64-0437950 | Other Fees | $4,500 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 | Recordkeeping Fees | $1,638 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $0 |
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 | $61,364 | $63,346-3.1% | $92,233-33.5% | $70,131-12.5% |
| Participation rate | 72.8% | 68.7%+4.2pp | 76.5%-3.7pp | 69.5%+3.3pp |
| Annual return | 10.67% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $651 | $2,471-73.7% | $3,679-82.3% | $2,342-72.2% |
| Participant deferral / active EE | $2,604 | $2,854-8.7% | $3,897-33.2% | $3,332-21.8% |
| Admin fee / account holder | $20 | $3,840-99.5% | $5,194-99.6% | $4,645-99.6% |