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 LLP3 years Filed as: ARMANINO, LLP Service code 16 · EIN 94-6214841 | Consulting | $27,439 |
Filed as: HOLLAND INVESTMENT MANAGEMENT Service code 26 · EIN 26-2356909 | Advisory (Participants) | $23,758 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,276 |
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.
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 | $13,467 | $26,479-49.1% | $74,701-82.0% | $77,787-82.7% |
| Participation rate | 45.4% | 37.6%+7.7pp | 54.5%-9.1pp | 73.2%-27.9pp |
| Annual return | 19.39% | 38.31%-18.9pp | 752.92%-733.5pp | 32.57%-13.2pp |
| Employer contribution / active EE | $0 | $440-100.0% | $1,084-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $661 | $1,074-38.5% | $1,964-66.3% | $3,967-83.3% |
| Admin fee / account holder | $153 | $119+28.8% | $3,333-95.4% | $100+53.2% |