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 |
|---|---|---|
SII INVESTMENTS INC2+ years Filed as: SII INVESTMENTS Service code 55 PO BOX 5097 · APPLETON, WI 54912 | Other Commissions | $25,259 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,412 |
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $10,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,584 | $56,629+28.2% | $77,999-6.9% | $55,167+31.6% |
| Participation rate | 95.7% | 73.3%+22.4pp | 75.5%+20.2pp | 69.0%+26.7pp |
| Annual return | 7.97% | 2866.98%-2859.0pp | 425.96%-418.0pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,450 | $1,723-15.8% | $2,470-41.3% | $1,963-26.1% |
| Participant deferral / active EE | $4,069 | $2,777+46.5% | $3,497+16.4% | $3,054+33.2% |
| Admin fee / account holder | $87 | $467-81.4% | $5,480-98.4% | $504-82.8% |