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 | $18,729 |
PRONVEST4 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $9,941 |
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 | $54,008 | $65,322-17.3% | $70,449-23.3% | $73,488-26.5% |
| Participation rate | 83.3% | 77.0%+6.4pp | 75.1%+8.3pp | 70.7%+12.7pp |
| Annual return | 11.97% | 15.71%-3.7pp | 109.03%-97.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $934 | $2,460-62.0% | $2,737-65.9% | $2,270-58.8% |
| Participant deferral / active EE | $1,926 | $3,375-42.9% | $3,709-48.1% | $3,740-48.5% |
| Admin fee / account holder | $63 | $214-70.7% | $3,845-98.4% | $513-87.8% |