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 6-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: KRAVITZ, LLC Service code 11 · EIN 82-3719843 | Actuarial | $23,766 |
DWC - THE 401(K) EXPERTS1 year Filed as: DWC Service code 11 P.O. BOX 241267 · ST. PAUL, MN 55124 | Actuarial | $20,250 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 15 · EIN 47-0533629 | Recordkeeping | $0 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 11.16% | 22.30%-11.1pp | 13.48%-2.3pp | 13.59%-2.4pp |
| Employer contribution / active EE | $26,565 | $18,386+44.5% | $47,067-43.6% | $14,592+82.1% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |