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 | $57,890 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,146 |
BEACHFLEISCHMAN PC4+ years Service code 10 · EIN 86-0683059 | Accounting | $12,550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,789 | $33,780+11.9% | $74,550-49.3% | $75,289-49.8% |
| Participation rate | 97.8% | 62.7%+35.1pp | 69.1%+28.6pp | 72.4%+25.3pp |
| Annual return | -4.42% | -1.24%-3.2pp | 32.53%-37.0pp | -0.04%-4.4pp |
| Employer contribution / active EE | $0 | $845-100.0% | $1,961-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,594 | $1,890+90.2% | $3,108+15.6% | $3,739-3.9% |
| Admin fee / account holder | $55 | $86-35.7% | $5,060-98.9% | $102-45.8% |