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 |
|---|---|---|
PRONVEST1 year Filed as: PRONVEST, INC. Service code 26 · EIN 62-1823351 | Advisory (Participants) | $22,905 |
FRIDAY ELDREDGE & CLARK2+ years Service code 29 · EIN 71-0253637 | Legal | $18,423 |
NORRIS TAYLOR & CO2+ years Service code 10 · EIN 71-0534074 | Accounting | $5,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,845 | $71,802+44.6% | $133,980-22.5% | $57,658+80.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 9.29% | 13.51%-4.2pp | 29.30%-20.0pp | 5.13%+4.2pp |
| Employer contribution / active EE | $4,738 | $3,161+49.9% | $5,211-9.1% | $1,974+140.0% |
| Participant deferral / active EE | $2,263 | $4,606-50.9% | $6,282-64.0% | $3,061-26.1% |
| Admin fee / account holder | $103 | $88+17.1% | $9,324-98.9% | $95+8.6% |