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 LLC6 years Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $47,966 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 19 · EIN 62-1549435 | Securities Custodian | $6,776 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS MAZARS LLP Service code 64 · EIN 44-1106026 | Recordkeeping Fees | $5,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,677 | $56,767+22.7% | $101,794-31.6% | $85,563-18.6% |
| Participation rate | 88.2% | 57.6%+30.6pp | 69.2%+19.0pp | 66.0%+22.2pp |
| Annual return | 16.92% | 17.76%-0.8pp | 30.53%-13.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $1,329 | $1,112+19.5% | $2,289-41.9% | $2,654-49.9% |
| Participant deferral / active EE | $4,026 | $2,720+48.0% | $4,084-1.4% | $4,375-8.0% |
| Admin fee / account holder | $0 | $1,098-100.0% | $8,777-100.0% | $834-100.0% |