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, LLP3 years Filed as: TRAVIS WOLFF Service code 15 · EIN 20-8185533 | Recordkeeping | $2,437 |
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 | $38,259 | $66,302-42.3% | $110,238-65.3% | $56,287-32.0% |
| Participation rate | 92.2% | 74.9%+17.3pp | 79.8%+12.4pp | 69.9%+22.4pp |
| Annual return | -4.98% | -1.18%-3.8pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,196 | $2,047-41.6% | $3,826-68.8% | $2,111-43.4% |
| Participant deferral / active EE | $2,872 | $3,381-15.1% | $4,672-38.5% | $3,350-14.3% |
| Admin fee / account holder | $245 | $698-64.9% | $8,547-97.1% | $521-52.9% |