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 7-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 |
|---|---|---|
GUTCHESS LUMBER CO., INC.1+ years Service code 21 · EIN 20-1171923 | Bank Trustee | $28,390 |
PENDO ADVISORS1+ years Filed as: PENDO ADVISORS, INC. Service code 34 200 S. WACKER DRIVE, SUITE 3100 · CHICAGO, IL 60606 | Valuation (appraisals, etc.) | $15,430 |
SES ADVISORS, INC.1+ years Service code 64 · EIN 04-3760707 | Recordkeeping Fees | $7,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,796 | $66,302-32.4% | $110,238-59.4% | $56,287-20.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 13.42% | -1.18%+14.6pp | 314.74%-301.3pp | -9.96%+23.4pp |
| Employer contribution / active EE | $1,633 | $2,047-20.2% | $3,826-57.3% | $2,111-22.6% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $202 | $698-71.0% | $8,547-97.6% | $521-61.2% |