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 LLP7 years Service code 29 · EIN 13-3205994 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $46,425 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,053 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,937 | $89,282+4.1% | $94,646-1.8% | $74,419+24.9% |
| Participation rate | 87.4% | 82.4%+4.9pp | 80.8%+6.5pp | 70.7%+16.6pp |
| Annual return | 22.87% | 25.96%-3.1pp | 156.71%-133.8pp | 34.38%-11.5pp |
| Employer contribution / active EE | $2,130 | $3,022-29.5% | $3,672-42.0% | $2,637-19.2% |
| Participant deferral / active EE | $7,454 | $8,425-11.5% | $7,418+0.5% | $4,528+64.6% |
| Admin fee / account holder | $137 | $219-37.5% | $7,231-98.1% | $348-60.7% |