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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,263 |
Filed as: PENSON BENEIFTS UNLIMITED Service code 17 · EIN 33-0499726 | Pension Consulting | $14,990 |
PORTER & HUNT, LLP6+ years Service code 10 · EIN 26-0526155 | Accounting | $9,500 |
Service code 13 · EIN 04-2647786 | Contract Administrator | -$15,017 |
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 | $70,943 | $79,519-10.8% | $95,952-26.1% | $73,409-3.4% |
| Participation rate | 83.0% | 81.2%+1.8pp | 77.1%+5.9pp | 72.2%+10.8pp |
| Annual return | 46.44% | 19.20%+27.2pp | 91.61%-45.2pp | 59.29%-12.8pp |
| Employer contribution / active EE | $1,451 | $2,048-29.1% | $2,541-42.9% | $2,234-35.0% |
| Participant deferral / active EE | $4,531 | $4,138+9.5% | $4,167+8.7% | $3,805+19.1% |
| Admin fee / account holder | $30 | $184-83.6% | $6,795-99.6% | $158-80.9% |