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.4 years Service code 26 · EIN 23-3044281 | Advisory (Participants) | $66,193 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $12,950 |
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $7,523 |
IRA H. WEINSTOCK, P.C.4 years Filed as: IRA H. WIENSTOCK, P.C. Service code 29 · EIN 23-2080847 | Legal | $745 |
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 | $40,987 | $66,601-38.5% | $92,893-55.9% | $67,579-39.3% |
| Participation rate | 99.2% | 72.5%+26.7pp | 76.0%+23.2pp | 71.3%+27.9pp |
| Annual return | 20.37% | 92.58%-72.2pp | 109.41%-89.0pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,670 | $2,775-39.8% | $3,653-54.3% | $2,148-22.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $184 | $199-7.4% | $5,794-96.8% | $142+29.5% |