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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,413 |
RKL LLP1+ years Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $6,275 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,175 |
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 | $36,618 | $72,770-49.7% | $67,652-45.9% | $55,191-33.7% |
| Participation rate | 73.2% | 78.8%-5.6pp | 75.7%-2.5pp | 69.2%+4.0pp |
| Annual return | -0.56% | -3.26%+2.7pp | 6625.04%-6625.6pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,071 | $1,769-39.5% | $2,266-52.7% | $1,899-43.6% |
| Participant deferral / active EE | $2,693 | $3,408-21.0% | $3,560-24.4% | $3,046-11.6% |
| Admin fee / account holder | $62 | $79-21.4% | $4,821-98.7% | $91-31.7% |