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 |
|---|---|---|
GRINER DRILLING SERVICE, INC.4+ years Service code 99 · EIN 64-0437950 | Other Fees | $17,028 |
Filed as: MARTIN, ,MARTIN, RANDALL & ASSOCIAT Service code 13 · EIN 64-0765749 | Contract Administrator | $1,981 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 | Recordkeeping Fees | $1,437 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,210 | $57,354+1.5% | $83,848-30.6% | $64,186-9.3% |
| Participation rate | 84.2% | 68.6%+15.6pp | 76.1%+8.1pp | 69.6%+14.6pp |
| Annual return | -3.76% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $787 | $2,545-69.1% | $3,631-78.3% | $2,381-67.0% |
| Participant deferral / active EE | $3,146 | $2,993+5.1% | $4,082-22.9% | $3,470-9.3% |
| Admin fee / account holder | $67 | $4,046-98.3% | $5,478-98.8% | $4,888-98.6% |