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 |
|---|---|---|
IVES & SULTAN LLP1 year Service code 10 · EIN 11-2715389 100 CROSSWAYS PARK DRIVE WEST · WOODBURY, NY 11797 | Accounting | $20,000 |
SC&H CAPITAL1 year Service code 34 · EIN 20-5991824 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Valuation (appraisals, etc.) | $14,000 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL N.A Service code 21 · EIN 45-6062081 19765 HIGHWAY 7 · SHOREWOOD, MN 55331 | Bank Trustee | $11,350 |
BSI1 year Service code 15 · EIN 95-4396363 4670 S. FORT APACHE · LAS VEGAS, NV 89147 | Recordkeeping | $5,785 |
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 | $55,253 | $77,660-28.9% | $109,143-49.4% | $79,386-30.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | -2.87% | 23.44%-26.3pp | 25.75%-28.6pp | 116.85%-119.7pp |
| Employer contribution / active EE | $5,809 | $2,797+107.7% | $3,722+56.1% | $2,427+139.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $256 | $732-65.1% | $6,752-96.2% | $626-59.2% |