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 |
|---|---|---|
FEDERAL HILL CAPITAL MGMT. LLC1+ years Service code 26 · EIN 27-0836302 | Advisory (Participants) | $1,622 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $50,643 | $52,884-4.2% | $84,750-40.2% | $55,167-8.2% |
| Participation rate | 81.7% | 67.5%+14.1pp | 76.6%+5.1pp | 69.0%+12.7pp |
| Annual return | 7.54% | 18.03%-10.5pp | 22.78%-15.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,883 | $2,233-15.7% | $3,574-47.3% | $1,963-4.0% |
| Participant deferral / active EE | $2,810 | $2,644+6.3% | $3,712-24.3% | $3,054-8.0% |
| Admin fee / account holder | $92 | $581-84.2% | $5,332-98.3% | $504-81.7% |