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) | $32,545 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,575 | $91,407-32.6% | $135,903-54.7% | $71,457-13.8% |
| Participation rate | 90.1% | 75.7%+14.5pp | 81.9%+8.2pp | 67.9%+22.2pp |
| Annual return | 38.51% | 29.90%+8.6pp | 68.23%-29.7pp | 28.85%+9.7pp |
| Employer contribution / active EE | $5,112 | $3,703+38.0% | $4,856+5.3% | $2,588+97.6% |
| Participant deferral / active EE | $11,285 | $7,092+59.1% | $7,758+45.5% | $4,289+163.1% |
| Admin fee / account holder | $294 | $1,266-76.8% | $10,762-97.3% | $1,587-81.5% |