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 |
|---|---|---|
FRIDAY ELDREDGE & CLARK3+ years Service code 29 · EIN 71-0253637 | Legal | $31,875 |
PRONVEST2 years Filed as: PRONVEST, INC. Service code 26 · EIN 62-1823351 | Advisory (Participants) | $25,928 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $120,073 | $81,537+47.3% | $149,718-19.8% | $69,631+72.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 13.95% | 22.79%-8.8pp | 1501.63%-1487.7pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $4,891 | $3,239+51.0% | $5,445-10.2% | $2,032+140.7% |
| Participant deferral / active EE | $2,296 | $4,994-54.0% | $6,569-65.0% | $3,224-28.8% |
| Admin fee / account holder | $161 | $107+50.2% | $11,283-98.6% | $110+45.4% |