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 |
|---|---|---|
TRAVIS WOLFF, LLP2 years Filed as: TRAVIS WOLFF Service code 15 · EIN 20-8185533 | Recordkeeping | $1,869 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $40,806 | $71,192-42.7% | $117,854-65.4% | $62,292-34.5% |
| Participation rate | 90.2% | 74.2%+16.0pp | 79.7%+10.6pp | 69.5%+20.7pp |
| Annual return | 15.14% | 18.66%-3.5pp | 335.08%-319.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $965 | $1,934-50.1% | $3,786-74.5% | $2,042-52.7% |
| Participant deferral / active EE | $2,265 | $3,189-29.0% | $4,482-49.5% | $3,169-28.5% |
| Admin fee / account holder | $44 | $587-92.5% | $8,020-99.4% | $479-90.8% |