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 | $22,176 |
PRONVEST5 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $12,456 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,524 | $74,706-24.3% | $75,696-25.3% | $79,386-28.8% |
| Participation rate | 83.8% | 75.3%+8.4pp | 74.8%+8.9pp | 70.7%+13.1pp |
| Annual return | 11.25% | 18.52%-7.3pp | 104.53%-93.3pp | 116.85%-105.6pp |
| Employer contribution / active EE | $784 | $2,590-69.7% | $2,743-71.4% | $2,427-67.7% |
| Participant deferral / active EE | $2,002 | $3,533-43.3% | $3,821-47.6% | $4,046-50.5% |
| Admin fee / account holder | $75 | $374-80.1% | $3,619-97.9% | $626-88.1% |