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 10-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 |
|---|---|---|
Filed as: PHILLIPS AND COMPANY Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,864 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,530 |
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 | $34,609 | $63,905-45.8% | $74,183-53.3% | $57,658-40.0% |
| Participation rate | 96.3% | 79.8%+16.6pp | 76.6%+19.7pp | 70.2%+26.1pp |
| Annual return | 9.13% | 60.60%-51.5pp | 17.74%-8.6pp | 5.13%+4.0pp |
| Employer contribution / active EE | $993 | $1,840-46.0% | $2,370-58.1% | $1,974-49.7% |
| Participant deferral / active EE | $4,697 | $3,448+36.2% | $3,550+32.3% | $3,061+53.5% |
| Admin fee / account holder | $151 | $91+66.1% | $5,586-97.3% | $95+60.0% |