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 LLP3 years Service code 10 · EIN 11-2715389 100 CROSSWAYS PARK DRIVE WEST · WOODBURY, NY 11797 | Accounting | $20,000 |
SC&H CAPITAL3 years Service code 34 · EIN 20-5991824 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Valuation (appraisals, etc.) | $16,500 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS FINANCIAL N.A Service code 21 · EIN 45-6062081 19765 HIGHWAY 7 · SHOREWOOD, MN 55331 | Bank Trustee | $15,275 |
BSI3 years Service code 15 · EIN 95-4396363 4670 S. FORT APACHE · LAS VEGAS, NV 89147 | Recordkeeping | $12,680 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,895 | $76,670-25.8% | $96,683-41.2% | $71,457-20.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 1.78% | 48.29%-46.5pp | 35.69%-33.9pp | 28.85%-27.1pp |
| Employer contribution / active EE | $4,239 | $3,031+39.8% | $3,737+13.4% | $2,588+63.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $247 | $2,028-87.8% | $6,730-96.3% | $1,587-84.4% |