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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,741 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,048 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,000 |
SAMET & COMPANY PC2 years Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3027605 | Accounting | $10,250 |
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 | $73,096 | $51,447+42.1% | $104,607-30.1% | $73,409-0.4% |
| Participation rate | 95.0% | 68.2%+26.8pp | 74.1%+20.9pp | 72.2%+22.9pp |
| Annual return | 19.88% | 25.06%-5.2pp | 340.46%-320.6pp | 59.29%-39.4pp |
| Employer contribution / active EE | $1,870 | $1,441+29.7% | $2,681-30.3% | $2,234-16.3% |
| Participant deferral / active EE | $4,942 | $3,058+61.6% | $3,740+32.1% | $3,805+29.9% |
| Admin fee / account holder | $185 | $122+51.4% | $6,473-97.1% | $158+17.0% |