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 7-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 |
|---|---|---|
Filed as: SECREST BLAKEY & ASSOCIATES Service code 26 · EIN 27-0567130 | Advisory (Participants) | $23,759 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,941 | $84,487-50.4% | $125,339-66.5% | $66,914-37.3% |
| Participation rate | 86.3% | 76.4%+9.9pp | 82.4%+3.9pp | 69.8%+16.5pp |
| Annual return | -10.17% | -8.39%-1.8pp | 572.05%-582.2pp | 1.58%-11.8pp |
| Employer contribution / active EE | $4,357 | $3,553+22.6% | $4,814-9.5% | $2,544+71.3% |
| Participant deferral / active EE | $9,434 | $6,781+39.1% | $7,446+26.7% | $4,237+122.7% |
| Admin fee / account holder | $235 | $685-65.8% | $10,010-97.7% | $593-60.5% |