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 |
|---|---|---|
HARTNETT REYES-JONES, LLC7 years Filed as: HARTNETT REYES-JONES Service code 29 · EIN 43-1205253 | Legal | $84,027 |
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $78,809 |
LPL FINANCIAL4 years Service code 28 4931 LINDELL BLVD, STE 150 · ST. LOUIS, MO 63108 | Investment Management | $58,479 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,272 | $92,224-63.9% | $105,223-68.4% | $79,634-58.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 10.44% | 88.65%-78.2pp | 180.65%-170.2pp | 36.46%-26.0pp |
| Employer contribution / active EE | $6,645 | $3,965+67.6% | $3,689+80.1% | $2,529+162.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $111 | $1,121-90.1% | $8,859-98.7% | $1,002-88.9% |