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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,773 |
KMH LLP2 years Service code 10 · EIN 42-1539623 | Accounting | $14,136 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,727 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,415 | $69,231+123.0% | $91,989+67.9% | $67,579+128.5% |
| Participation rate | 90.9% | 78.9%+11.9pp | 78.6%+12.2pp | 71.3%+19.6pp |
| Annual return | 19.89% | 32.03%-12.1pp | 69.02%-49.1pp | 378.56%-358.7pp |
| Employer contribution / active EE | $5,304 | $2,284+132.2% | $3,452+53.7% | $2,148+146.9% |
| Participant deferral / active EE | $6,758 | $5,854+15.4% | $5,923+14.1% | $3,539+90.9% |
| Admin fee / account holder | $29 | $107-72.6% | $7,743-99.6% | $142-79.3% |