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 LLP4 years Filed as: ARMANINO, LLP Service code 16 · EIN 94-6214841 | Consulting | $24,792 |
Filed as: HOLLAND INVESTMENT MANAGEMENT Service code 26 · EIN 26-2356909 | Advisory (Participants) | $23,322 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,866 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,548 |
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 | $14,103 | $29,369-52.0% | $77,482-81.8% | $73,409-80.8% |
| Participation rate | 45.7% | 37.9%+7.8pp | 54.2%-8.5pp | 72.2%-26.5pp |
| Annual return | 12.15% | 358.15%-346.0pp | 54.79%-42.6pp | 59.29%-47.1pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $590 | $941-37.3% | $1,861-68.3% | $3,805-84.5% |
| Admin fee / account holder | $157 | $123+27.7% | $2,858-94.5% | $158-0.8% |