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, LLC3+ years Service code 26 · EIN 82-0579238 | Advisory (Participants) | $48,664 |
LT TRUST COMPANY3+ years Service code 13 · EIN 61-1607607 | Contract Administrator | $34,050 |
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 | $89,183 | $80,005+11.5% | $140,016-36.3% | $55,725+60.0% |
| Participation rate | 96.7% | 87.0%+9.7pp | 87.5%+9.2pp | 70.9%+25.8pp |
| Annual return | 1.73% | 0.46%+1.3pp | 651.12%-649.4pp | 244.93%-243.2pp |
| Employer contribution / active EE | $2,505 | $3,403-26.4% | $5,606-55.3% | $2,078+20.5% |
| Participant deferral / active EE | $2,923 | $5,264-44.5% | $6,927-57.8% | $3,356-12.9% |
| Admin fee / account holder | $211 | $116+82.4% | $10,705-98.0% | $115+83.2% |