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 |
|---|---|---|
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN WEALTH ADVISOR Service code 26 · EIN 57-1104234 | Advisory (Participants) | $12,079 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS WEALTH ADVISORS, LLC Service code 26 · EIN 43-1815436 | Advisory (Participants) | $7,944 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,420 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,159 | $56,503-64.3% | $70,092-71.2% | $64,808-68.9% |
| Participation rate | 87.5% | 70.5%+17.0pp | 70.5%+17.0pp | 71.5%+16.0pp |
| Annual return | -18.28% | -13.44%-4.8pp | 190.73%-209.0pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,440 | $3,389-57.5% | $3,849-62.6% | $4,310-66.6% |
| Admin fee / account holder | $246 | $160+53.7% | $6,267-96.1% | $188+31.2% |