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 |
|---|---|---|
HUBBARD DAVIS CPAS LLP1 year Filed as: HUBBARD DAVIS CPA'S Service code 10 · EIN 27-1780668 | Accounting | $20,900 |
Filed as: FIRST SOUTHEAST 401K FIDUCIARIES Service code 26 2430 MALL DRIVE # 360 · NORTH CHARLESTON, SC 29406 | Advisory (Participants) | $18,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,340 |
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 | $242,234 | $53,925+349.2% | $75,670+220.1% | $69,631+247.9% |
| Participation rate | 70.6% | 71.2%-0.6pp | 72.3%-1.8pp | 70.7%-0.1pp |
| Annual return | 6.75% | 17.84%-11.1pp | 27.34%-20.6pp | 27571.02%-27564.3pp |
| Employer contribution / active EE | $3,427 | $1,802+90.2% | $2,352+45.7% | $2,032+68.6% |
| Participant deferral / active EE | $5,466 | $2,569+112.7% | $3,142+73.9% | $3,224+69.5% |
| Admin fee / account holder | $34 | $97-65.1% | $5,800-99.4% | $110-69.3% |