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 |
|---|---|---|
Filed as: TEAL BECKER AND CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $24,536 |
STRATEGIC PENSION SERVICES, LLC3+ years Service code 15 · EIN 14-1836262 | Recordkeeping | $14,802 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $3,422 |
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 | $66,700 | $71,192-6.3% | $117,854-43.4% | $62,292+7.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 14.88% | 18.66%-3.8pp | 335.08%-320.2pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,423 | $1,934+25.3% | $3,786-36.0% | $2,042+18.7% |
| Participant deferral / active EE | $1,819 | $3,189-43.0% | $4,482-59.4% | $3,169-42.6% |
| Admin fee / account holder | $251 | $587-57.2% | $8,020-96.9% | $479-47.6% |