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 |
|---|---|---|
WILLIAM C. EARHART CO., INC.6+ years Filed as: WILLIAM C. EARHART COMPANY, INC. Service code 10 · EIN 93-0509592 | Accounting | $207,819 |
ULLICO6+ years Filed as: ULLICO RETIREMENT SOLUTIONS Service code 28 · EIN 32-0016216 | Investment Management | $152,143 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH & BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $47,377 |
Service code 29 · EIN 43-1205253 | Legal | $29,645 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $13,711 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,937 | $110,699-92.8% | $177,821-95.5% | $90,288-91.2% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 10.34% | 22.79%-12.4pp | 48.32%-38.0pp | 53.97%-43.6pp |
| Employer contribution / active EE | $1,318 | $4,118-68.0% | $5,918-77.7% | $2,524-47.8% |
| Participant deferral / active EE | $15 | $6,731-99.8% | $7,714-99.8% | $4,232-99.6% |
| Admin fee / account holder | $96 | $90+6.9% | $12,427-99.2% | $114-15.6% |