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 |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $325,061 |
CAMBIAR INVESTORS LLC3+ years Service code 28 · EIN 84-0643524 | Investment Management | $194,964 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $0 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,319 | $89,274+53.8% | $149,718-8.3% | $77,958+76.1% |
| Participation rate | 78.7% | 87.6%-8.9pp | 87.1%-8.4pp | 71.6%+7.0pp |
| Annual return | 14.78% | 20.36%-5.6pp | 1501.63%-1486.9pp | 20.87%-6.1pp |
| Employer contribution / active EE | $5,971 | $3,727+60.2% | $5,445+9.7% | $2,310+158.4% |
| Participant deferral / active EE | $5,946 | $5,382+10.5% | $6,569-9.5% | $3,537+68.1% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |