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 | $73,698 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $58,712 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,505 |
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 | $97,004 | $79,519+22.0% | $95,952+1.1% | $73,409+32.1% |
| Participation rate | 99.7% | 81.2%+18.6pp | 77.1%+22.7pp | 72.2%+27.6pp |
| Annual return | 13.66% | 19.20%-5.5pp | 91.61%-78.0pp | 59.29%-45.6pp |
| Employer contribution / active EE | $3,424 | $2,048+67.2% | $2,541+34.8% | $2,234+53.3% |
| Participant deferral / active EE | $3,943 | $4,138-4.7% | $4,167-5.4% | $3,805+3.6% |
| Admin fee / account holder | $231 | $184+25.5% | $6,795-96.6% | $158+46.5% |