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) | $160,948 |
RANDALL & HURLEY, INC.7+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $135,025 |
NEWPORT GROUP, INC.3 years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 27-1228437 | Securities Custodian | $10,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,698 | $46,292-46.6% | $143,757-82.8% | $64,808-61.9% |
| Participation rate | 98.5% | 64.2%+34.3pp | 80.3%+18.2pp | 71.5%+27.0pp |
| Annual return | -8.38% | -10.05%+1.7pp | -0.04%-8.3pp | 32.82%-41.2pp |
| Employer contribution / active EE | $2,435 | $1,910+27.5% | $4,951-50.8% | $2,506-2.8% |
| Participant deferral / active EE | $4,224 | $2,646+59.7% | $5,637-25.1% | $4,310-2.0% |
| Admin fee / account holder | $181 | $154+17.7% | $14,673-98.8% | $188-3.6% |