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 LLP2 years Filed as: ARMANINO, LLP Service code 16 · EIN 94-6214841 | Consulting | $61,925 |
Filed as: HOLLAND INVESTMENT MANAGEMENT Service code 26 · EIN 26-2356909 | Advisory (Participants) | $25,945 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $11,920 | $23,119-48.4% | $71,086-83.2% | $75,289-84.2% |
| Participation rate | 44.2% | 36.3%+7.8pp | 54.7%-10.5pp | 72.4%-28.3pp |
| Annual return | -5.22% | -3.32%-1.9pp | 650.59%-655.8pp | -0.04%-5.2pp |
| Employer contribution / active EE | $0 | $399-100.0% | $1,088-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $593 | $960-38.3% | $1,874-68.4% | $3,739-84.1% |
| Admin fee / account holder | $183 | $89+105.1% | $3,082-94.0% | $102+79.4% |