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 |
|---|---|---|
HOLLAND & KNIGHT3 years Filed as: HOLLAND & KNIGHT LLC Service code 16 · EIN 59-0663819 | Consulting | $3,681 |
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,137 | $112,623-61.7% | $106,213-59.4% | $199,593-78.4% |
| Participation rate | 91.4% | 86.2%+5.2pp | 75.3%+16.1pp | 72.0%+19.4pp |
| Annual return | 21.69% | 15.57%+6.1pp | 116.14%-94.5pp | 34.25%-12.6pp |
| Employer contribution / active EE | $1,790 | $4,575-60.9% | $3,171-43.6% | $3,034-41.0% |
| Participant deferral / active EE | $2,383 | $6,659-64.2% | $5,016-52.5% | $5,087-53.2% |
| Admin fee / account holder | $2 | $107-98.3% | $11,033-100.0% | $269-99.3% |