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) | $165,590 |
RANDALL & HURLEY, INC.8+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $140,302 |
NEWPORT GROUP, INC.4 years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 27-1228437 | Securities Custodian | $11,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,824 | $47,126-41.0% | $149,673-81.4% | $74,419-62.6% |
| Participation rate | 99.4% | 63.4%+36.0pp | 78.8%+20.6pp | 70.7%+28.6pp |
| Annual return | 13.75% | 22.75%-9.0pp | 134.42%-120.7pp | 34.38%-20.6pp |
| Employer contribution / active EE | $2,651 | $1,905+39.1% | $4,818-45.0% | $2,637+0.5% |
| Participant deferral / active EE | $4,534 | $2,728+66.2% | $5,680-20.2% | $4,528+0.1% |
| Admin fee / account holder | $179 | $343-47.6% | $13,210-98.6% | $348-48.4% |