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 |
|---|---|---|
SQUAR MILNER LLP1 year Filed as: SQUAR MILNER FINANCIAL SERVICES LLC Service code 27 18500 VON KARMAN AVE 10 FL · IRVINE, CA 92612 | Advisory (Plan) | $15,697 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,254 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,350 |
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 | $64,748 | $69,362-6.7% | $101,248-36.1% | $73,488-11.9% |
| Participation rate | 95.1% | 68.4%+26.7pp | 75.8%+19.3pp | 70.7%+24.4pp |
| Annual return | 10.94% | 18.46%-7.5pp | 46.47%-35.5pp | 28.51%-17.6pp |
| Employer contribution / active EE | $794 | $2,628-69.8% | $3,660-78.3% | $2,270-65.0% |
| Participant deferral / active EE | $6,191 | $3,300+87.6% | $4,370+41.7% | $3,740+65.6% |
| Admin fee / account holder | $144 | $704-79.5% | $5,945-97.6% | $513-71.9% |