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 |
|---|---|---|
WILSON, HAAG & CO.5+ years Service code 10 · EIN 75-2333913 | Accounting | $90,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 51 240 GREENWICH ST · NEW YORK, NY 10286 | Investment Mgmt Fees | $69,653 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS Service code 19 · EIN 94-1503999 | Securities Custodian | $40,000 |
INVESCO2 years Filed as: INVESCO ADVISORS, INC. Service code 51 2 PEACHTREE POINTE · ATLANTA, GA 30309 | Investment Mgmt Fees | $25,036 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $24,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,076 | $66,601-48.8% | $92,893-63.3% | $67,579-49.6% |
| Participation rate | 99.9% | 72.5%+27.4pp | 76.0%+23.9pp | 71.3%+28.6pp |
| Annual return | 13.63% | 92.58%-78.9pp | 109.41%-95.8pp | 378.56%-364.9pp |
| Employer contribution / active EE | $4,862 | $2,775+75.2% | $3,653+33.1% | $2,148+126.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $124 | $199-37.8% | $5,794-97.9% | $142-13.1% |