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 27 · EIN 04-2675571 | Advisory (Plan) | $125,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,688 |
TRIMARK USA, LLC1 year Service code 10 · EIN 05-0500881 | Accounting | $22,445 |
SUMMIT FINANCIAL CORPORATION5+ years Service code 16 · EIN 04-3222046 | Consulting | $5,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$542,762 |
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 | $58,504 | $73,125-20.0% | $125,175-53.3% | $77,787-24.8% |
| Participation rate | 94.0% | 79.4%+14.6pp | 79.8%+14.2pp | 73.2%+20.8pp |
| Annual return | 21.09% | 24.71%-3.6pp | 43.79%-22.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $1,915 | $2,413-20.6% | $3,865-50.5% | $2,504-23.5% |
| Participant deferral / active EE | $5,102 | $3,966+28.7% | $4,937+3.4% | $3,967+28.6% |
| Admin fee / account holder | $8 | $89-90.5% | $9,702-99.9% | $100-91.5% |