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 |
|---|---|---|
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $156,343 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,812 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,383 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $11,900 |
Form 5500 reported that benefits due were not provided when due.
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 | $111,399 | $80,211+38.9% | $74,183+50.2% | $63,975+74.1% |
| Participation rate | 74.1% | 84.2%-10.0pp | 76.6%-2.5pp | 71.1%+3.0pp |
| Annual return | 8.35% | 14.13%-5.8pp | 17.74%-9.4pp | 48.65%-40.3pp |
| Employer contribution / active EE | $2,944 | $2,553+15.3% | $2,370+24.2% | $2,182+35.0% |
| Participant deferral / active EE | $4,015 | $4,370-8.1% | $3,550+13.1% | $3,356+19.6% |
| Admin fee / account holder | $129 | $67+91.4% | $5,586-97.7% | $70+82.7% |