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 |
|---|---|---|
DAY PITNEY LLP1+ years Filed as: DAY, KERBEY & MURPHY PC Service code 10 14 PONDVIEW PLACE · TYNGSBORO, MA 01879 | Accounting | $3,546 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,476 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,014 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,937 | $26,805-77.9% | $59,496-90.0% | $52,331-88.7% |
| Participation rate | 70.9% | 39.3%+31.6pp | 54.6%+16.4pp | 68.1%+2.8pp |
| Annual return | -1.22% | 2.61%-3.8pp | 182.05%-183.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $70 | $450-84.5% | $1,153-93.9% | $1,882-96.3% |
| Participant deferral / active EE | $696 | $916-24.0% | $1,829-61.9% | $3,022-77.0% |
| Admin fee / account holder | $64 | $305-79.0% | $2,232-97.1% | $592-89.2% |