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 9-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 |
|---|---|---|
ESOP PARTNERS LLC3 years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Recordkeeping | $39,624 |
Filed as: BLUE & CO LLC FEE Service code 10 12800 N. MERIDIAN ST. · CARMEL, IN 46032 | Accounting | $38,221 |
Service code 35 · EIN 82-1297296 4701 EAST AVE · WEST PALM BEACH, FL 33407 | Employee (plan sponsor) | $6,193 |
WILMINGTON TRUST3 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 49 · EIN 33-6134835 5500 GROSSMONT CENTER DRIVE · LA MESA, CA 91942 | Other Services | $5,285 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,266-100.0% | $82,389-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | -14.98% | 25.74%-40.7pp | 28.67%-43.7pp | 217.08%-232.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |