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 |
|---|---|---|
Filed as: RETIREMENT PLAN FIDUCIARIES Service code 16 · EIN 90-0815510 | Consulting | $34,159 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $30,448 |
Service code 16 · EIN 61-1758632 | Consulting | $24,485 |
Filed as: RETIREMENT PLAN FIDUCIARIES LLC Service code 16 · EIN 90-0815510 | Consulting | $18,025 |
Employer 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 | $86,858 | $74,347+16.8% | $93,606-7.2% | $67,579+28.5% |
| Participation rate | 95.8% | 80.6%+15.2pp | 75.8%+20.0pp | 71.3%+24.5pp |
| Annual return | 23.87% | 28.07%-4.2pp | 32.76%-8.9pp | 378.56%-354.7pp |
| Employer contribution / active EE | $351 | $2,583-86.4% | $2,718-87.1% | $2,148-83.6% |
| Participant deferral / active EE | $8,467 | $4,060+108.5% | $4,069+108.1% | $3,539+139.2% |
| Admin fee / account holder | $163 | $123+33.1% | $7,888-97.9% | $142+14.8% |