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 | $21,391 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $20,020 |
SABURN LAW GROUP LLC5+ years Service code 29 · EIN 46-4563063 | Legal | $7,975 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,573 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,162 | $78,419-9.3% | $133,956-46.9% | $73,409-3.1% |
| Participation rate | 96.9% | 78.6%+18.3pp | 79.8%+17.1pp | 72.2%+24.8pp |
| Annual return | 16.14% | 33.35%-17.2pp | 45.09%-29.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,839 | $2,044-10.0% | $3,919-53.1% | $2,234-17.6% |
| Participant deferral / active EE | $5,096 | $3,925+29.8% | $5,048+1.0% | $3,805+33.9% |
| Admin fee / account holder | $92 | $161-42.9% | $8,927-99.0% | $158-41.7% |