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 |
|---|---|---|
NORTHEAST ADVISORS, INC.2 years Service code 26 · EIN 23-3044281 | Advisory (Participants) | $73,536 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,866 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $11,950 |
IRA H. WEINSTOCK, P.C.2 years Filed as: IRA H. WIENSTOCK, P.C. Service code 29 · EIN 23-2080847 | Legal | $6,091 |
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 | $41,185 | $60,545-32.0% | $92,233-55.3% | $69,631-40.9% |
| Participation rate | 99.0% | 72.2%+26.8pp | 76.5%+22.5pp | 70.7%+28.3pp |
| Annual return | 15.31% | 19.71%-4.4pp | 176.28%-161.0pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $1,486 | $2,633-43.6% | $3,679-59.6% | $2,032-26.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $230 | $145+58.6% | $5,194-95.6% | $110+107.9% |