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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $46,167 |
Service code 17 · EIN 42-0127290 | Pension Consulting | $33,064 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL & HURLEY, INC Service code 13 · EIN 91-1661080 | Contract Administrator | $13,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,047 | $57,739+23.0% | $112,229-36.7% | $74,419-4.5% |
| Participation rate | 95.3% | 55.6%+39.7pp | 72.4%+22.8pp | 70.7%+24.5pp |
| Annual return | 15.47% | 19.52%-4.1pp | 30.20%-14.7pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,189 | $1,675-29.0% | $3,430-65.3% | $2,637-54.9% |
| Participant deferral / active EE | $5,378 | $2,891+86.0% | $4,798+12.1% | $4,528+18.8% |
| Admin fee / account holder | $282 | $462-38.9% | $7,748-96.4% | $348-18.8% |