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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.7+ years Service code 16 · EIN 22-3189064 | Consulting | $46,034 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,357 |
EISNERAMPER LLP5 years Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $22,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$97,050 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,248 | $104,317+309.6% | $159,436+168.0% | $86,799+392.2% |
| Participation rate | 97.3% | 77.7%+19.6pp | 82.8%+14.5pp | 72.3%+25.0pp |
| Annual return | 18.91% | 26.32%-7.4pp | 263.57%-244.7pp | 97.91%-79.0pp |
| Employer contribution / active EE | $8,170 | $3,451+136.8% | $4,829+69.2% | $2,405+239.7% |
| Participant deferral / active EE | $13,119 | $6,837+91.9% | $7,352+78.4% | $4,131+217.6% |
| Admin fee / account holder | $114 | $172-34.1% | $10,799-98.9% | $170-33.0% |