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 |
|---|---|---|
MONETA GROUP LLC5+ years Service code 16 · EIN 20-1903821 | Consulting | $60,000 |
CORRELL CO.5+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $41,745 |
SELDEN FOX, LTD.5+ years Service code 10 · EIN 36-2985770 | Accounting | $12,463 |
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 | $64,284 | $73,404-12.4% | $87,100-26.2% | $67,579-4.9% |
| Participation rate | 93.0% | 80.9%+12.1pp | 76.9%+16.1pp | 71.3%+21.7pp |
| Annual return | 21.61% | 48.29%-26.7pp | 28.19%-6.6pp | 378.56%-356.9pp |
| Employer contribution / active EE | $667 | $2,014-66.9% | $2,521-73.6% | $2,148-69.0% |
| Participant deferral / active EE | $4,583 | $3,913+17.1% | $4,049+13.2% | $3,539+29.5% |
| Admin fee / account holder | $216 | $142+52.5% | $7,497-97.1% | $142+51.7% |