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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,940 |
BST & CO. CPA'S LLP4 years Filed as: BST & CO CPAS, LLC Service code 10 · EIN 14-1442607 | Accounting | $5,199 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,094 | $82,978+100.2% | $129,995+27.8% | $71,457+132.4% |
| Participation rate | 92.7% | 74.1%+18.6pp | 78.5%+14.2pp | 67.9%+24.7pp |
| Annual return | 19.01% | 20.60%-1.6pp | -137.18%+156.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,519 | $2,622-3.9% | $4,320-41.7% | $2,588-2.7% |
| Participant deferral / active EE | $6,246 | $4,432+40.9% | $5,820+7.3% | $4,289+45.6% |
| Admin fee / account holder | $90 | $1,729-94.8% | $10,614-99.1% | $1,587-94.3% |