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 |
|---|---|---|
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $76,684 |
FID INV INST OPS CO2+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $35,926 |
RSM US LLP1+ years Filed as: MCGLADREY & PULLEN LLP Service code 10 · EIN 42-0714325 | Accounting | $28,643 |
THOMPSON HINE2+ years Service code 29 · EIN 34-0575300 | Legal | $14,269 |
FID INV INST OPS CO2+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,531 | $80,211+140.0% | $74,183+159.5% | $63,975+200.9% |
| Participation rate | 95.4% | 84.2%+11.2pp | 76.6%+18.8pp | 71.1%+24.2pp |
| Annual return | 8.09% | 14.13%-6.0pp | 17.74%-9.6pp | 48.65%-40.6pp |
| Employer contribution / active EE | $5,531 | $2,553+116.6% | $2,370+133.4% | $2,182+153.5% |
| Participant deferral / active EE | $12,140 | $4,370+177.8% | $3,550+242.0% | $3,356+261.7% |
| Admin fee / account holder | $36 | $67-45.8% | $5,586-99.3% | $70-48.3% |