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 |
|---|---|---|
KOLINSKY WEALTH MANAGEMENT LLC1 year Service code 27 · EIN 27-2353546 | Advisory (Plan) | $21,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $92,146 | $75,183+22.6% | $123,892-25.6% | $55,167+67.0% |
| Participation rate | 60.0% | 72.8%-12.8pp | 81.4%-21.4pp | 69.0%-9.0pp |
| Annual return | 6.29% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $722 | $2,823-74.4% | $4,617-84.4% | $1,963-63.2% |
| Participant deferral / active EE | $3,503 | $5,084-31.1% | $5,984-41.5% | $3,054+14.7% |
| Admin fee / account holder | $220 | $663-66.7% | $8,357-97.4% | $504-56.3% |