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 | $16,560 |
LEGACY ADVISORS LLC7 years Service code 26 · EIN 06-1659806 | Advisory (Participants) | $10,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,822 | $54,701-47.3% | $86,188-66.6% | $71,457-59.7% |
| Participation rate | 85.1% | 60.1%+25.0pp | 69.0%+16.2pp | 67.9%+17.2pp |
| Annual return | 16.23% | 20.06%-3.8pp | 1168.45%-1152.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $566 | $1,265-55.3% | $2,380-76.2% | $2,588-78.1% |
| Participant deferral / active EE | $2,828 | $3,108-9.0% | $3,985-29.0% | $4,289-34.1% |
| Admin fee / account holder | $292 | $1,922-84.8% | $6,852-95.7% | $1,587-81.6% |