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 |
|---|---|---|
DEFINITI LLC5 years Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $43,602 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 64 · EIN 44-1106026 | Recordkeeping Fees | $18,375 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 19 · EIN 62-1549435 | Securities Custodian | $6,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,084 | $54,193+20.1% | $93,654-30.5% | $77,671-16.2% |
| Participation rate | 82.4% | 63.9%+18.5pp | 68.7%+13.7pp | 70.6%+11.9pp |
| Annual return | 15.81% | 30.54%-14.7pp | 133.34%-117.5pp | 31.21%-15.4pp |
| Employer contribution / active EE | $1,290 | $1,168+10.4% | $2,421-46.7% | $2,726-52.7% |
| Participant deferral / active EE | $3,800 | $3,144+20.9% | $4,413-13.9% | $4,648-18.2% |
| Admin fee / account holder | $0 | $576-100.0% | $8,282-100.0% | $430-100.0% |