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 64 · EIN 04-2647786 | Recordkeeping Fees | $54,804 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,314 |
TRUTINA FINANCIAL6 years Filed as: TRUTINA FINANCIAL LLC Service code 27 · EIN 47-0995939 | Advisory (Plan) | $17,363 |
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 | $47,827 | $106,110-54.9% | $147,005-67.5% | $77,671-38.4% |
| Participation rate | 92.0% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 14.99% | 56.77%-41.8pp | 418.76%-403.8pp | 31.21%-16.2pp |
| Employer contribution / active EE | $468 | $4,065-88.5% | $4,934-90.5% | $2,726-82.8% |
| Participant deferral / active EE | $13,679 | $7,992+71.2% | $8,070+69.5% | $4,648+194.3% |
| Admin fee / account holder | $257 | $338-24.0% | $13,006-98.0% | $430-40.4% |