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 |
|---|---|---|
VERRILL DANA LLP5+ years Service code 16 · EIN 01-0176171 | Consulting | $83,051 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,184 |
Service code 16 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Consulting | $33,000 |
BLUMSHAPIRO1 year Service code 10 · EIN 06-1009205 | Accounting | $21,183 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$110,949 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $335,625 | $74,347+351.4% | $93,606+258.6% | $67,579+396.6% |
| Participation rate | 97.6% | 80.6%+17.0pp | 75.8%+21.8pp | 71.3%+26.4pp |
| Annual return | 143.40% | 28.07%+115.3pp | 32.76%+110.6pp | 378.56%-235.2pp |
| Employer contribution / active EE | $6,266 | $2,583+142.6% | $2,718+130.5% | $2,148+191.7% |
| Participant deferral / active EE | $6,824 | $4,060+68.1% | $4,069+67.7% | $3,539+92.8% |
| Admin fee / account holder | $175 | $123+42.4% | $7,888-97.8% | $142+22.8% |