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 |
|---|---|---|
FIRST ALLIED SECURITIES INC7+ years Service code 55 655 W BROADWAY 12TH FL STE 1200 · SAN DIEGO, CA 92101 | Other Commissions | $51,655 |
WIPFLI LLP1 year Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $6,660 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,315 |
MUELLER PROST7+ years Filed as: MUELLER PROST LC Service code 10 7733 FORSYTH BLVD, SUITE 1200 · ST. LOUIS, MO 63105 | Accounting | $2,125 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,308 | $104,475+88.9% | $159,436+23.8% | $79,386+148.5% |
| Participation rate | 98.4% | 76.6%+21.8pp | 82.8%+15.6pp | 70.7%+27.7pp |
| Annual return | 15.21% | 67.95%-52.7pp | 263.57%-248.4pp | 116.85%-101.6pp |
| Employer contribution / active EE | $2,112 | $3,417-38.2% | $4,829-56.3% | $2,427-13.0% |
| Participant deferral / active EE | $6,019 | $6,467-6.9% | $7,352-18.1% | $4,046+48.8% |
| Admin fee / account holder | $75 | $711-89.5% | $10,799-99.3% | $626-88.0% |