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 16 · EIN 82-1828832 | Consulting | $22,650 |
Filed as: WORLD INVESTMENT ADVISORS Service code 16 24 E COTA ST · SANTA BARBARA, CA 93101 | Consulting | $19,985 |
LARSON FINANCIAL GROUP LLC5 years Filed as: LARSON FINANCIAL GROUP Service code 16 · EIN 20-4773945 | Consulting | $17,849 |
Filed as: SYM FINANCIAL CORP Service code 16 · EIN 35-1550787 | Consulting | $9,487 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $5,477 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $2,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,678 | $50,982+330.9% | $154,803+41.9% | $85,563+156.7% |
| Participation rate | 87.2% | 59.8%+27.4pp | 78.1%+9.2pp | 66.0%+21.3pp |
| Annual return | 15.28% | 30.35%-15.1pp | 58.88%-43.6pp | 31.51%-16.2pp |
| Employer contribution / active EE | $7,612 | $1,708+345.6% | $4,305+76.8% | $2,654+186.8% |
| Participant deferral / active EE | $5,925 | $2,474+139.5% | $5,540+6.9% | $4,375+35.4% |
| Admin fee / account holder | $137 | $846-83.8% | $14,329-99.0% | $834-83.6% |