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 |
|---|---|---|
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $6,548 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE LLP Service code 10 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $3,000 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,392 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
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 | $97,399 | $47,448+105.3% | $94,993+2.5% | $62,292+56.4% |
| Participation rate | 89.7% | 66.5%+23.2pp | 73.9%+15.8pp | 69.5%+20.1pp |
| Annual return | 17.46% | 22.64%-5.2pp | 27.12%-9.7pp | 28.90%-11.4pp |
| Employer contribution / active EE | $3,793 | $1,300+191.8% | $2,603+45.7% | $2,042+85.7% |
| Participant deferral / active EE | $2,614 | $2,375+10.1% | $3,317-21.2% | $3,169-17.5% |
| Admin fee / account holder | $44 | $434-89.8% | $4,960-99.1% | $479-90.8% |