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 |
|---|---|---|
SMART INVESTOR5+ years Service code 27 · EIN 48-1289192 915 HIGHLAND POINTE DR STE 250 · ROSEVILLE, CA 95678 | Advisory (Plan) | $24,012 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,852 |
Service code 13 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Contract Administrator | $9,800 |
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 | $53,568 | $63,114-15.1% | $92,893-42.3% | $65,185-17.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 19.22% | 28.75%-9.5pp | 109.41%-90.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $10,884 | $2,571+323.4% | $3,653+198.0% | $2,177+400.0% |
| Participant deferral / active EE | $3,082 | $3,108-0.8% | $4,236-27.2% | $3,514-12.3% |
| Admin fee / account holder | $247 | $624-60.4% | $5,794-95.7% | $847-70.8% |