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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,494 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,693 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001763 | Advisory (Plan) | $49,431 |
BONADIO & CO., LLP3 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $12,900 |
Service code 16 · EIN 46-2005901 | Consulting | $9,375 |
COBBLESTONE CAPITAL ADVISORS3 years Filed as: COBBLESTONE Service code 16 · EIN 16-1543732 | Consulting | $7,183 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $636,357 | $100,801+531.3% | $149,696+325.1% | $73,409+766.9% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.5%+16.7pp | 72.2%+27.0pp |
| Annual return | 15.60% | 265.34%-249.7pp | 276.60%-261.0pp | 59.29%-43.7pp |
| Employer contribution / active EE | $13,964 | $3,312+321.7% | $4,644+200.7% | $2,234+525.2% |
| Participant deferral / active EE | $12,046 | $6,404+88.1% | $6,842+76.1% | $3,805+216.5% |
| Admin fee / account holder | $198 | $181+9.3% | $9,309-97.9% | $158+25.2% |