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 |
|---|---|---|
RETIREMENT DIRECT2+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 11120 TREYNORTH DRIVE · CORNELIUS, NC 28031 | Recordkeeping Fees | $11,292 |
RETIREMENT COLLABORATIVE2+ years Service code 16 · EIN 25-1848564 2000 LINGLESTOWN ROAD · HARRISBURGH, PA 17110 | Consulting | $11,257 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $7,211 |
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,150 | $75,183-78.5% | $123,892-87.0% | $55,167-70.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 81.4%-1.4pp | 69.0%+11.0pp |
| Annual return | 4.52% | 19.01%-14.5pp | 47.52%-43.0pp | 169.23%-164.7pp |
| Employer contribution / active EE | $3,871 | $2,823+37.1% | $4,617-16.2% | $1,963+97.2% |
| Participant deferral / active EE | $1,940 | $5,084-61.9% | $5,984-67.6% | $3,054-36.5% |
| Admin fee / account holder | $164 | $663-75.2% | $8,357-98.0% | $504-67.4% |