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 |
|---|---|---|
BST & CO. CPA'S LLP6 years Filed as: BST & CO CPAS, LLC Service code 10 · EIN 14-1442607 | Accounting | $12,132 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,963 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,837 | $109,413+48.8% | $156,263+4.2% | $84,808+92.0% |
| Participation rate | 91.7% | 72.7%+19.0pp | 78.9%+12.8pp | 68.3%+23.4pp |
| Annual return | 17.28% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,678 | $2,907-42.3% | $4,333-61.3% | $2,631-36.2% |
| Participant deferral / active EE | $7,171 | $4,590+56.3% | $6,158+16.5% | $4,212+70.3% |
| Admin fee / account holder | $179 | $9,357-98.1% | $14,255-98.7% | $7,344-97.6% |