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 |
|---|---|---|
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 15 · EIN 47-0533629 | Recordkeeping | $72,490 |
ARMANINO LLP2 years Service code 10 · EIN 95-3439541 | Accounting | $29,925 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $27,400 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 13.39% | 12.96%+0.4pp | 20.73%-7.3pp | 16.32%-2.9pp |
| Employer contribution / active EE | $19,739 | $12,913+52.9% | $36,500-45.9% | $17,007+16.1% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |