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 LLP4 years Service code 10 · EIN 11-2715389 100 CROSSWAYS PARK DRIVE WEST · WOODBURY, NY 11797 | Accounting | $21,000 |
SC&H CAPITAL4 years Service code 34 · EIN 20-5991824 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Valuation (appraisals, etc.) | $17,000 |
SUMMIT FIDUCIARY GROUP1 year Filed as: SUMMIT FIDUCIARY GROUP, LLC. Service code 21 · EIN 92-3858998 601 CARLSON PARKWAY, SUITE 1050 · MINNETONKA, MN 55305 | Bank Trustee | $15,300 |
BSI4 years Service code 15 · EIN 95-4396363 4670 S. FORT APACHE · LAS VEGAS, NV 89147 | Recordkeeping | $13,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,714 | $80,724-23.5% | $103,333-40.3% | $74,495-17.2% |
| Participation rate | 99.0% | 65.7%+33.3pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 16.19% | 27.56%-11.4pp | 24.88%-8.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,937 | $3,157-7.0% | $3,868-24.1% | $2,623+12.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $237 | $2,368-90.0% | $8,355-97.2% | $1,942-87.8% |