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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,236 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 81-4473358 | Advisory (Plan) | $26,000 |
PETER SHANNON AND CO1 year Filed as: PETER SHANNON & CO Service code 10 · EIN 36-3952019 | Accounting | $22,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,103 |
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 | $51,697 | $56,638-8.7% | $169,368-69.5% | $74,419-30.5% |
| Participation rate | 85.3% | 67.5%+17.8pp | 77.1%+8.2pp | 70.7%+14.6pp |
| Annual return | 18.50% | 24.75%-6.3pp | 405.60%-387.1pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,906 | $2,027-6.0% | $4,013-52.5% | $2,637-27.7% |
| Participant deferral / active EE | $5,589 | $4,223+32.3% | $6,221-10.2% | $4,528+23.4% |
| Admin fee / account holder | $274 | $307-10.7% | $9,003-97.0% | $348-21.3% |