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: AMERICAN PORTFOLIOS ADVISORS INC Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $13,115 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,462 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,781 |
ERISA SMART2 years Service code 99 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Other Fees | $6,172 |
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 | $49,622 | $54,573-9.1% | $90,951-45.4% | $73,488-32.5% |
| Participation rate | 75.7% | 61.2%+14.5pp | 69.0%+6.7pp | 70.7%+5.0pp |
| Annual return | 13.33% | 16.69%-3.4pp | 134.60%-121.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,876 | $991+89.2% | $2,122-11.6% | $2,270-17.4% |
| Participant deferral / active EE | $3,376 | $2,517+34.1% | $3,373+0.1% | $3,740-9.7% |
| Admin fee / account holder | $287 | $521-45.0% | $5,959-95.2% | $513-44.1% |