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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $26,367 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 15 300 ATLANTIC STREET · STAMFORD, CT 06901 | Recordkeeping | $17,524 |
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 | $160,318 | $33,745+375.1% | $64,105+150.1% | $55,191+190.5% |
| Participation rate | 91.6% | 59.4%+32.2pp | 68.2%+23.4pp | 69.2%+22.4pp |
| Annual return | -0.01% | 4.95%-5.0pp | 791.24%-791.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $693 | $641+8.2% | $1,820-61.9% | $1,899-63.5% |
| Participant deferral / active EE | $9,442 | $1,929+389.4% | $2,822+234.6% | $3,046+209.9% |
| Admin fee / account holder | $44 | $94-53.0% | $4,499-99.0% | $91-51.1% |