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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $93,975 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D BILLER ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $51,886 |
QDRO CONSULTANTS COMPANY, LLC1+ years Service code 12 · EIN 34-1820650 | Claims processing; Direct payment fro... | $17,150 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $103,776 | $93,789+10.6% | $67,834+53.0% | $329,111-68.5% |
| Participation rate | 93.2% | 65.9%+27.3pp | 68.8%+24.4pp | 67.9%+25.3pp |
| Annual return | -0.45% | 17.51%-18.0pp | 138.47%-138.9pp | 16.35%-16.8pp |
| Employer contribution / active EE | $1,983 | $3,924-49.5% | $2,403-17.5% | $2,303-13.9% |
| Participant deferral / active EE | $5,634 | $3,663+53.8% | $3,160+78.3% | $3,682+53.0% |
| Admin fee / account holder | $6 | $82-92.5% | $4,622-99.9% | $754-99.2% |