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 | $14,481 |
LEGACY ADVISORS LLC6 years Service code 26 · EIN 06-1659806 | Advisory (Participants) | $9,719 |
Employer 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 | $24,066 | $55,230-56.4% | $79,550-69.7% | - |
| Participation rate | 85.9% | 62.4%+23.5pp | 69.5%+16.4pp | - |
| Annual return | -17.22% | -17.05%-0.2pp | 0.16%-17.4pp | - |
| Employer contribution / active EE | $560 | $1,304-57.1% | $2,413-76.8% | - |
| Participant deferral / active EE | $2,799 | $2,804-0.2% | $3,985-29.8% | - |
| Admin fee / account holder | $263 | $7,320-96.4% | $6,832-96.2% | - |