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 8-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $83,486 |
Filed as: RAYMOND JAMES Service code 16 · EIN 56-1281193 | Consulting | $49,151 |
DEFINITI LLC1 year Service code 28 · EIN 85-0833363 535 KEISLER DRIVE SUITE 102 · CARY, NC 27518 | Investment Management | $0 |
KIMBERLIN COMPANY, PLLC1 year Filed as: KIMBERLIN COMPANY Service code 28 · EIN 31-0858459 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,640 | $119,446-52.6% | $150,045-62.3% | $85,563-33.8% |
| Participation rate | 79.0% | 75.4%+3.6pp | 82.3%-3.3pp | 66.0%+13.0pp |
| Annual return | 16.80% | 23.72%-6.9pp | 62.55%-45.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $4,229 | $4,078+3.7% | $4,693-9.9% | $2,654+59.4% |
| Participant deferral / active EE | $9,004 | $7,985+12.8% | $7,997+12.6% | $4,375+105.8% |
| Admin fee / account holder | $18 | $548-96.7% | $13,435-99.9% | $834-97.8% |