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) | $51,251 |
VERRILL DANA LLP3+ years Service code 29 · EIN 01-0176171 | Legal | $14,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,398 |
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 | $189,149 | $75,284+151.2% | $91,001+107.9% | $69,631+171.6% |
| Participation rate | 97.7% | 80.4%+17.3pp | 75.6%+22.1pp | 70.7%+27.1pp |
| Annual return | 17.89% | 48.40%-30.5pp | 4.60%+13.3pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $5,805 | $2,473+134.8% | $2,456+136.4% | $2,032+185.7% |
| Participant deferral / active EE | $6,218 | $3,700+68.1% | $3,547+75.3% | $3,224+92.9% |
| Admin fee / account holder | $87 | $111-21.5% | $5,417-98.4% | $110-21.4% |