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 |
|---|---|---|
Service code 27 · EIN 91-1216229 | Advisory (Plan) | $150,905 |
RANDALL & HURLEY, INC.5+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $132,235 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 27-1228437 | Securities Custodian | $15,187 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,374 | $52,293-49.6% | $178,490-85.2% | $73,409-64.1% |
| Participation rate | 99.5% | 65.3%+34.1pp | 81.9%+17.6pp | 72.2%+27.3pp |
| Annual return | 4.55% | 34.75%-30.2pp | 151.07%-146.5pp | 59.29%-54.7pp |
| Employer contribution / active EE | $2,494 | $1,735+43.7% | $5,011-50.2% | $2,234+11.7% |
| Participant deferral / active EE | $4,216 | $2,332+80.8% | $5,202-19.0% | $3,805+10.8% |
| Admin fee / account holder | $189 | $127+48.4% | $13,984-98.6% | $158+19.7% |