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 52 · EIN 04-1590850 | Indirect Investment Fees | $12,735 |
NEEDLES & ASSOCIATES, LLC3+ years Service code 10 · EIN 51-0435869 | Accounting | $11,440 |
Service code 29 · EIN 72-0999672 | Legal | $7,441 |
Employer contribution per participant 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 | $11,019 | $80,005-86.2% | $140,016-92.1% | $55,725-80.2% |
| Participation rate | 77.6% | 87.0%-9.4pp | 87.5%-9.9pp | 70.9%+6.7pp |
| Annual return | 7.74% | 0.46%+7.3pp | 651.12%-643.4pp | 244.93%-237.2pp |
| Employer contribution / active EE | $1,050 | $3,403-69.1% | $5,606-81.3% | $2,078-49.5% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $86 | $116-25.8% | $10,705-99.2% | $115-25.4% |