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 |
|---|---|---|
HILLIARD & ASSOCIATES2 years Service code 10 · EIN 76-0411322 | Accounting | $37,314 |
BAIRD FUNDS3 years Filed as: ROBERT ROTEN Service code 26 4 TOSCANY CT · MANSFIELD, TX 76063 | Advisory (Participants) | $25,000 |
THE BVA GROUP6+ years Service code 29 · EIN 75-2326337 | Legal | $22,800 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 15 · EIN 82-3719843 | Recordkeeping | $13,325 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $13,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,216 | $99,957-38.8% | $149,696-59.1% | $73,488-16.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 33.83% | 53.87%-20.0pp | 276.60%-242.8pp | 28.51%+5.3pp |
| Employer contribution / active EE | $10,000 | $3,191+213.4% | $4,644+115.3% | $2,270+340.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $278 | $551-49.6% | $9,309-97.0% | $513-45.9% |