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 |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $32,732 |
BVI8+ years Service code 34 · EIN 59-3137254 | Valuation (appraisals, etc.) | $10,031 |
ROBERT DUNNIGAN3 years Service code 20 · EIN 06-1488384 | Trustee (individual) | $6,000 |
SEBASTIAN TURSO2 years Service code 20 · EIN 04-2361682 | Trustee (individual) | $6,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,608 | $45,863-35.4% | $77,024-61.6% | $68,494-56.8% |
| Participation rate | 92.4% | 55.9%+36.5pp | 67.9%+24.5pp | 67.9%+24.5pp |
| Annual return | 11.34% | 1.72%+9.6pp | 42.32%-31.0pp | -7.84%+19.2pp |
| Employer contribution / active EE | $8,189 | $1,650+396.4% | $2,812+191.2% | $2,596+215.4% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $198 | $3,041-93.5% | $5,425-96.3% | $5,403-96.3% |