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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES2+ years Service code 28 · EIN 58-2432390 | Investment Management | $37,900 |
BLITMAN & KING2+ years Service code 29 · EIN 16-1047304 | Legal | $17,448 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $10,950 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,704 | $81,537-83.2% | $149,718-90.8% | $69,631-80.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 2.39% | 22.79%-20.4pp | 1501.63%-1499.2pp | 27571.02%-27568.6pp |
| Employer contribution / active EE | $2,252 | $3,239-30.5% | $5,445-58.6% | $2,032+10.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $286 | $107+167.2% | $11,283-97.5% | $110+158.6% |