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 3-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 |
|---|---|---|
Filed as: ROSS BUEHLER Service code 10 · EIN 23-2327390 | Accounting | $21,900 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,089 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,726 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,987 | $81,248-22.5% | $155,509-59.5% | $80,856-22.1% |
| Participation rate | 77.4% | 66.2%+11.2pp | 78.2%-0.8pp | 67.6%+9.8pp |
| Annual return | 14.64% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,022 | $3,100-67.0% | $4,672-78.1% | $2,755-62.9% |
| Participant deferral / active EE | $3,261 | $3,452-5.5% | $5,626-42.0% | $4,296-24.1% |
| Admin fee / account holder | $67 | $7,997-99.2% | $15,912-99.6% | $6,918-99.0% |