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) | $165,677 |
RANDALL & HURLEY, INC.6+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $130,767 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 27-1228437 | Securities Custodian | $13,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,197 | $56,485-50.1% | $185,823-84.8% | $86,799-67.5% |
| Participation rate | 97.4% | 65.5%+31.9pp | 81.7%+15.7pp | 72.3%+25.1pp |
| Annual return | 16.52% | 118.04%-101.5pp | 122.05%-105.5pp | 97.91%-81.4pp |
| Employer contribution / active EE | $2,266 | $1,843+23.0% | $5,167-56.2% | $2,405-5.8% |
| Participant deferral / active EE | $3,939 | $2,553+54.3% | $5,568-29.2% | $4,131-4.6% |
| Admin fee / account holder | $195 | $150+30.2% | $16,237-98.8% | $170+14.8% |