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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,234 |
KAISER SCHERER & SCHLEGEL, PLLC1 year Service code 10 · EIN 52-1220482 | Accounting | $17,213 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,975 |
BORIS BENIC AND ASSOCIATES LLP2+ years Filed as: BORIS BENIC & ASSOCIATES LLP Service code 10 · EIN 54-2190047 | Accounting | $5,789 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,665 | $80,360+35.2% | $90,160+20.5% | $77,958+39.4% |
| Participation rate | 89.9% | 81.9%+7.9pp | 76.9%+13.0pp | 71.6%+18.2pp |
| Annual return | 31.92% | 24.56%+7.4pp | 34.88%-3.0pp | 20.87%+11.1pp |
| Employer contribution / active EE | $1,605 | $2,326-31.0% | $3,318-51.6% | $2,310-30.5% |
| Participant deferral / active EE | $10,780 | $5,829+84.9% | $5,288+103.9% | $3,537+204.8% |
| Admin fee / account holder | $34 | $64-47.4% | $5,943-99.4% | $97-65.5% |