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 |
|---|---|---|
KMH LLP1 year Service code 10 · EIN 42-1539623 | Accounting | $14,301 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,735 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$28,423 |
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 | $121,384 | $62,543+94.1% | $83,333+45.7% | $55,725+117.8% |
| Participation rate | 91.5% | 78.4%+13.1pp | 77.8%+13.7pp | 70.9%+20.6pp |
| Annual return | -5.28% | 14.85%-20.1pp | 10.63%-15.9pp | 244.93%-250.2pp |
| Employer contribution / active EE | $4,887 | $2,427+101.3% | $3,379+44.7% | $2,078+135.2% |
| Participant deferral / active EE | $6,440 | $5,682+13.3% | $5,565+15.7% | $3,356+91.9% |
| Admin fee / account holder | -$12 | $103-112.0% | $7,510-100.2% | $115-110.8% |