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 60 · EIN 04-2647786 | Sub-TA Fees | $66,126 |
KATZ, SAPPER & MILLER5 years Filed as: KATZ SAPPER AND MILLER Service code 10 · EIN 35-2123203 | Accounting | $10,750 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,245 | $92,224+6.5% | $105,223-6.6% | $79,634+23.4% |
| Participation rate | 60.6% | 69.2%-8.5pp | 75.0%-14.4pp | 62.5%-1.9pp |
| Annual return | 6.11% | 88.65%-82.5pp | 180.65%-174.5pp | 36.46%-30.4pp |
| Employer contribution / active EE | $2,370 | $3,965-40.2% | $3,689-35.7% | $2,529-6.3% |
| Participant deferral / active EE | $3,237 | $3,834-15.6% | $5,072-36.2% | $3,835-15.6% |
| Admin fee / account holder | $140 | $1,121-87.5% | $8,859-98.4% | $1,002-86.1% |