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 |
|---|---|---|
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $16,995 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,931 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,341 |
Employer contribution per participant 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 | $38,178 | $51,288-25.6% | $81,983-53.4% | $73,409-48.0% |
| Participation rate | 93.9% | 64.0%+29.9pp | 69.2%+24.6pp | 72.2%+21.7pp |
| Annual return | 18.07% | 29.48%-11.4pp | 41.31%-23.2pp | 59.29%-41.2pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,337 | $2,715+22.9% | $3,722-10.4% | $3,805-12.3% |
| Admin fee / account holder | $53 | $125-58.0% | $5,664-99.1% | $158-66.7% |