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 |
|---|---|---|
MORRISON COHEN LLP5 years Service code 29 · EIN 13-3205994 | Legal | $25,949 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,383 |
Form 5500 reported that benefits due were not provided when due.
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 | $92,698 | $87,125+6.4% | $108,410-14.5% | $86,799+6.8% |
| Participation rate | 87.4% | 80.5%+6.9pp | 80.1%+7.3pp | 72.3%+15.2pp |
| Annual return | 17.88% | 25.21%-7.3pp | 905.27%-887.4pp | 97.91%-80.0pp |
| Employer contribution / active EE | $1,882 | $2,477-24.0% | $3,558-47.1% | $2,405-21.7% |
| Participant deferral / active EE | $6,522 | $6,944-6.1% | $6,563-0.6% | $4,131+57.9% |
| Admin fee / account holder | $77 | $130-41.1% | $7,295-98.9% | $170-54.8% |