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 | $49,567 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $9,494 |
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 | $54,617 | $60,795-10.2% | $69,455-21.4% | $65,185-16.2% |
| Participation rate | 85.3% | 74.9%+10.5pp | 74.6%+10.7pp | 70.2%+15.1pp |
| Annual return | 13.31% | 17.46%-4.1pp | 28.97%-15.7pp | 29.38%-16.1pp |
| Employer contribution / active EE | $961 | $2,452-60.8% | $2,779-65.4% | $2,177-55.8% |
| Participant deferral / active EE | $1,991 | $3,162-37.0% | $3,535-43.7% | $3,514-43.3% |
| Admin fee / account holder | $60 | $314-80.8% | $3,839-98.4% | $847-92.9% |