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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $237,068 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $114,951 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT Service code 26 · EIN 47-1411118 | Advisory (Participants) | $102,388 |
WELLTH ADVISORY SERVICES LLC1+ years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $76,364 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $31,250 |
MOORE STEPHENS TILLER LLC1+ years Filed as: MSTILLER Service code 10 · EIN 58-0673524 | Accounting | $31,225 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGE VIEW ADV GROUP LLC Service code 17 · EIN 33-0818667 | Pension Consulting | $6,734 |
MORNINGSTAR1+ years Filed as: MORINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,080 | $53,136+154.2% | $155,509-13.1% | $199,593-32.3% |
| Participation rate | 91.5% | 64.1%+27.5pp | 78.2%+13.3pp | 72.0%+19.6pp |
| Annual return | 95.81% | 41.15%+54.7pp | 64.67%+31.1pp | 34.25%+61.6pp |
| Employer contribution / active EE | $9,262 | $1,851+400.4% | $4,672+98.2% | $3,034+205.2% |
| Participant deferral / active EE | $5,727 | $3,161+81.2% | $5,626+1.8% | $5,087+12.6% |
| Admin fee / account holder | $263 | $185+42.0% | $15,912-98.3% | $269-2.1% |