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 |
|---|---|---|
ELLIOTT COVE CAPITAL MGMT, LLC2+ years Service code 26 · EIN 82-0579238 | Advisory (Participants) | $38,822 |
LT TRUST COMPANY2+ years Service code 13 · EIN 61-1607607 | Contract Administrator | $24,308 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,959 | $81,537+20.1% | $149,718-34.6% | $69,631+40.7% |
| Participation rate | 95.6% | 86.1%+9.4pp | 87.1%+8.5pp | 70.7%+24.9pp |
| Annual return | 56.16% | 22.79%+33.4pp | 1501.63%-1445.5pp | 27571.02%-27514.9pp |
| Employer contribution / active EE | $2,424 | $3,239-25.2% | $5,445-55.5% | $2,032+19.3% |
| Participant deferral / active EE | $2,600 | $4,994-47.9% | $6,569-60.4% | $3,224-19.3% |
| Admin fee / account holder | $169 | $107+58.4% | $11,283-98.5% | $110+53.3% |