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 8-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 |
|---|---|---|
TRIBECA FINANCIAL LLC1 year Filed as: TRIBECA FINANCIAL, LLC Service code 27 1635 N. GREENFIELD ROAD, SUITE 115 · MESA, AZ 85205 | Advisory (Plan) | $14,719 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 400 AUSTIN AVENUE, SUITE 1200 · WACO, TX 76701 | Recordkeeping | $1,706 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,263 | $73,933-68.5% | $96,683-75.9% | $75,163-69.1% |
| Participation rate | 81.6% | 66.4%+15.2pp | 74.3%+7.3pp | 67.2%+14.4pp |
| Annual return | 16.14% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,032 | $2,928-30.6% | $3,737-45.6% | $2,670-23.9% |
| Participant deferral / active EE | $4,359 | $3,659+19.1% | $4,878-10.6% | $4,125+5.7% |
| Admin fee / account holder | $12 | $5,216-99.8% | $6,730-99.8% | $5,651-99.8% |