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 9-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 35-0145825 | Recordkeeping | $21,973 |
PRONVEST1+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $14,942 |
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 | $66,261 | $56,629+17.0% | $77,999-15.0% | $55,167+20.1% |
| Participation rate | 79.5% | 73.3%+6.2pp | 75.5%+4.0pp | 69.0%+10.5pp |
| Annual return | -2.55% | 2866.98%-2869.5pp | 425.96%-428.5pp | 169.23%-171.8pp |
| Employer contribution / active EE | $1,489 | $1,723-13.6% | $2,470-39.7% | $1,963-24.1% |
| Participant deferral / active EE | $2,837 | $2,777+2.1% | $3,497-18.9% | $3,054-7.1% |
| Admin fee / account holder | $155 | $467-66.7% | $5,480-97.2% | $504-69.2% |