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 |
|---|---|---|
ROTH & COMPANY LLP1 year Service code 10 · EIN 11-3360065 | Accounting | $25,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $24,540 |
MORNINGSTAR6+ years Service code 27 | Advisory (Plan) | $16,552 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,744 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,275 | $127,481-71.5% | $149,696-75.8% | $90,288-59.8% |
| Participation rate | 76.2% | 78.2%-2.0pp | 82.5%-6.3pp | 73.4%+2.8pp |
| Annual return | 20.17% | 57.78%-37.6pp | 276.60%-256.4pp | 53.97%-33.8pp |
| Employer contribution / active EE | $315 | $3,448-90.9% | $4,644-93.2% | $2,524-87.5% |
| Participant deferral / active EE | $3,449 | $6,975-50.6% | $6,842-49.6% | $4,232-18.5% |
| Admin fee / account holder | $18 | $152-88.1% | $9,309-99.8% | $114-84.1% |