Filed November 12, 2024
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 |
|---|---|---|
PINNACLE ASSOCIATES LTD1 year Service code 16 · EIN 13-3220717 | Consulting | $32,803 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $8,593 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,096 |
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 | $118,568 | $127,481-7.0% | $149,696-20.8% | $90,288+31.3% |
| Participation rate | 92.1% | 78.2%+13.8pp | 82.5%+9.6pp | 73.4%+18.7pp |
| Annual return | 24.12% | 57.78%-33.7pp | 276.60%-252.5pp | 53.97%-29.9pp |
| Employer contribution / active EE | $1,444 | $3,448-58.1% | $4,644-68.9% | $2,524-42.8% |
| Participant deferral / active EE | $9,538 | $6,975+36.7% | $6,842+39.4% | $4,232+125.4% |
| Admin fee / account holder | $114 | $152-24.6% | $9,309-98.8% | $114+0.2% |