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 |
|---|---|---|
KAREN MEIFERT5+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $92,179 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,994 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $49,804 |
GREGORIO MARCO5+ years Service code 29 · EIN 36-4028033 | Legal | $43,319 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $31,565 |
BASYS2 years Filed as: BASYS, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $23,647 |
THE ROC GROUP1 year Filed as: THE ROC GROUP, INC. Service code 36 · EIN 36-4220885 | Copying and duplicating | $17,600 |
BOND BROTHERS2 years Service code 36 · EIN 36-2433269 | Copying and duplicating | $17,420 |
3 POINTS, LLC2 years Service code 15 · EIN 01-0558031 | Recordkeeping | $8,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,128 | $81,719+93.5% | $101,248+56.2% | $90,288+75.1% |
| Participation rate | 98.8% | 80.7%+18.0pp | 75.8%+23.0pp | 73.4%+25.4pp |
| Annual return | 8.19% | 337.64%-329.4pp | 46.47%-38.3pp | 53.97%-45.8pp |
| Employer contribution / active EE | $15,169 | $3,622+318.8% | $3,660+314.5% | $2,524+501.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $203 | $162+25.2% | $5,945-96.6% | $114+77.8% |