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 |
|---|---|---|
IVERNESS COUNSEL, LLC4+ years Service code 27 · EIN 30-0655125 845 THIRD AVENUE - 8TH FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $11,930 |
MOREY, NEE, BUCK & OSWALD, LLC4+ years Service code 10 · EIN 27-4435968 1120 N. BETHLEHEM PIKE · SPRING HOUSE, PA 19477 | Accounting | $6,000 |
DF PENSIONS, INC.3+ years Service code 14 · EIN 90-0334271 131 2ND AVENUE NORTH · JACKSONVILLE BEACH, FL 32250 | Plan Administrator | $5,145 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,092 | $49,177-51.0% | $79,464-69.7% | $64,186-62.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.28% | -1.16%-2.1pp | 718.14%-721.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,697 | $2,076+29.9% | $2,800-3.7% | $2,381+13.3% |
| Participant deferral / active EE | $283 | $2,821-90.0% | $3,704-92.4% | $3,470-91.9% |
| Admin fee / account holder | $295 | $3,839-92.3% | $5,113-94.2% | $4,888-94.0% |