Filed October 21, 2024
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 35-0145825 | Recordkeeping | $19,523 |
PRONVEST2 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $10,210 |
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 | $53,298 | $55,002-3.1% | $59,878-11.0% | $56,287-5.3% |
| Participation rate | 90.4% | 75.9%+14.5pp | 74.7%+15.7pp | 69.9%+20.6pp |
| Annual return | -2.18% | 1.13%-3.3pp | 3.46%-5.6pp | -9.96%+7.8pp |
| Employer contribution / active EE | $905 | $2,448-63.0% | $2,722-66.7% | $2,111-57.1% |
| Participant deferral / active EE | $1,972 | $3,121-36.8% | $3,402-42.0% | $3,350-41.1% |
| Admin fee / account holder | $64 | $236-72.8% | $3,590-98.2% | $521-87.7% |