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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $17,827 |
LEGACY ADVISORS LLC3 years Service code 26 · EIN 06-1659806 | Advisory (Participants) | $11,854 |
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 | $25,248 | $49,138-48.6% | $84,015-69.9% | $65,185-61.3% |
| Participation rate | 87.4% | 60.7%+26.6pp | 69.0%+18.4pp | 70.2%+17.2pp |
| Annual return | 18.56% | 23.00%-4.4pp | 71.31%-52.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $395 | $914-56.8% | $1,983-80.1% | $2,177-81.9% |
| Participant deferral / active EE | $1,973 | $2,397-17.7% | $3,239-39.1% | $3,514-43.8% |
| Admin fee / account holder | $279 | $543-48.6% | $6,101-95.4% | $847-67.0% |