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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
GENTRY PRIVATE WEALTH1 year Service code 27 · EIN 27-1611173 515 S MAIN STE 111 · WICHITA, KS 67202 | Advisory (Plan) | $37,500 |
Service code 13 · EIN 13-3180178 207 W 25TH ST FL 9 · NEW YORK, NY 10001 | Contract Administrator | $8,000 |
NATIONWIDE1 year Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,379 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,568 | $73,397-51.5% | $178,014-80.0% | $74,546-52.3% |
| Participation rate | 84.3% | 66.6%+17.7pp | 77.1%+7.2pp | 67.2%+17.1pp |
| Annual return | 8.09% | 17.49%-9.4pp | 294.80%-286.7pp | 1366.03%-1357.9pp |
| Employer contribution / active EE | $1,310 | $2,217-40.9% | $3,950-66.8% | $2,624-50.1% |
| Participant deferral / active EE | $3,313 | $4,512-26.6% | $6,276-47.2% | $4,347-23.8% |
| Admin fee / account holder | $286 | $1,809-84.2% | $10,362-97.2% | $1,944-85.3% |