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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $66,539 |
SOLTIS INVESTMENT ADVISORS10+ years Service code 27 · EIN 27-3188744 | Advisory (Plan) | $57,397 |
Filed as: CARVER FLOREK & JAMES CPAS LLC Service code 10 · EIN 52-2408237 | Accounting | $19,091 |
DWC - THE 401(K) EXPERTS1 year Service code 15 · EIN 26-2091417 | Recordkeeping | $12,329 |
ERP SOUTHWEST LLC1 year Filed as: ERP SOUTHWEST LLC DBA ERP RETIREMEN Service code 15 | Recordkeeping | $6,698 |
ERP SOUTHWEST LLC1 year Filed as: ERP SOUTHWEST DBA ERP RETIREMENT Service code 15 · EIN 92-1711496 | Recordkeeping | $850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,510 | $2,679,533-97.5% | $164,813-59.6% | $199,593-66.7% |
| Participation rate | 86.4% | 78.3%+8.1pp | 78.6%+7.8pp | 72.0%+14.4pp |
| Annual return | 31.46% | 17.93%+13.5pp | 69.93%-38.5pp | 34.25%-2.8pp |
| Employer contribution / active EE | $1,711 | $2,970-42.4% | $4,341-60.6% | $3,034-43.6% |
| Participant deferral / active EE | $3,302 | $5,010-34.1% | $6,031-45.2% | $5,087-35.1% |
| Admin fee / account holder | $206 | $1,982-89.6% | $12,690-98.4% | $269-23.5% |