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) | $188,068 |
RANDALL & HURLEY, INC.9+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $156,595 |
NEWPORT GROUP, INC.5 years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 27-1228437 | Securities Custodian | $7,314 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,394 | $50,815-32.3% | $155,509-77.9% | $77,643-55.7% |
| Participation rate | 98.9% | 63.1%+35.8pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 10.83% | 34.80%-24.0pp | 64.67%-53.8pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,834 | $1,993+42.2% | $4,672-39.4% | $2,726+4.0% |
| Participant deferral / active EE | $4,957 | $2,822+75.7% | $5,626-11.9% | $4,647+6.7% |
| Admin fee / account holder | $216 | $437-50.5% | $15,912-98.6% | $430-49.8% |