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 |
|---|---|---|
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 16 · EIN 94-6214841 | Consulting | $32,581 |
Filed as: HOLLAND INVESTMENT MANAGEMENT Service code 26 · EIN 26-2356909 | Advisory (Participants) | $30,342 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,040 |
TRAVIS WOLFF, LLP2 years Service code 16 · EIN 20-8185533 | Consulting | $2,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,051 | $25,165-72.0% | $73,545-90.4% | $77,958-91.0% |
| Participation rate | 48.1% | 36.6%+11.5pp | 54.9%-6.8pp | 71.6%-23.5pp |
| Annual return | 13.95% | 18.12%-4.2pp | -15.16%+29.1pp | 20.87%-6.9pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $617 | $898-31.3% | $1,806-65.8% | $3,537-82.6% |
| Admin fee / account holder | $49 | $76-34.7% | $2,320-97.9% | $97-49.2% |