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 3-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 25 · EIN 04-2647786 | Directed Trustee | $522,539 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $129,928 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $76,682 |
BDO USA, LLP3+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $62,900 |
MCDONALD HOPKINS, LLC1 year Filed as: MCDONALD HOPKINS LLC Service code 99 · EIN 34-1059058 | Other Fees | $1,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,270 | $117,739-40.3% | $116,228-39.5% | $117,739-40.3% |
| Participation rate | 96.2% | 76.6%+19.6pp | 74.6%+21.7pp | 76.6%+19.6pp |
| Annual return | 29.81% | 17.29%+12.5pp | 90.06%-60.2pp | 17.29%+12.5pp |
| Employer contribution / active EE | $1,942 | $3,746-48.1% | $2,994-35.1% | $3,746-48.1% |
| Participant deferral / active EE | $4,090 | $6,128-33.3% | $4,953-17.4% | $6,128-33.3% |
| Admin fee / account holder | $81 | $112-27.4% | $11,989-99.3% | $112-27.4% |