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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $396,947 |
FELDMAN, INGARDONA & CO.8+ years Service code 27 · EIN 36-4137178 | Advisory (Plan) | $54,500 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,376 | $84,572+11.6% | $68,791+37.2% | $78,044+20.9% |
| Participation rate | 78.1% | 73.3%+4.8pp | 69.0%+9.1pp | 74.4%+3.6pp |
| Annual return | -15.13% | -13.88%-1.3pp | -6.38%-8.8pp | 10.87%-26.0pp |
| Employer contribution / active EE | $1,329 | $3,358-60.4% | $2,655-49.9% | $3,125-57.5% |
| Participant deferral / active EE | $4,819 | $4,666+3.3% | $3,941+22.3% | $5,084-5.2% |
| Admin fee / account holder | $80 | $90-11.0% | $4,932-98.4% | $79+1.2% |