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 |
|---|---|---|
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $64,203 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 15 · EIN 47-0533629 | Recordkeeping | $50,692 |
ARMANINO LLP1 year Service code 10 · EIN 95-3439541 | Accounting | $9,284 |
See 1 actuary disclosure. $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.
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 | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -6.22% | -2.51%-3.7pp | -102.03%+95.8pp | -0.69%-5.5pp |
| Employer contribution / active EE | $23,805 | $11,346+109.8% | $36,229-34.3% | $16,786+41.8% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |