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 |
|---|---|---|
PRONVEST3 years Filed as: PRONVEST, INC. Service code 26 · EIN 62-1823351 | Advisory (Participants) | $27,312 |
HOGANTAYLOR LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $27,000 |
FRIDAY ELDREDGE & CLARK4+ years Service code 29 · EIN 71-0253637 | Legal | $10,418 |
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 | $107,480 | $80,005+34.3% | $140,016-23.2% | $55,725+92.9% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -1.46% | 0.46%-1.9pp | 651.12%-652.6pp | 244.93%-246.4pp |
| Employer contribution / active EE | $4,833 | $3,403+42.0% | $5,606-13.8% | $2,078+132.6% |
| Participant deferral / active EE | $2,269 | $5,264-56.9% | $6,927-67.2% | $3,356-32.4% |
| Admin fee / account holder | $142 | $116+22.7% | $10,705-98.7% | $115+23.2% |