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 |
|---|---|---|
Filed as: BERNARD ROBINSON & COMPANY Service code 10 · EIN 56-0571159 | Accounting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,209 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,538 |
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 | $89,434 | $66,310+34.9% | $93,606-4.5% | $65,185+37.2% |
| Participation rate | 84.1% | 74.0%+10.1pp | 75.8%+8.3pp | 70.2%+13.9pp |
| Annual return | 23.89% | 42.58%-18.7pp | 32.76%-8.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,214 | $2,012-39.7% | $2,718-55.3% | $2,177-44.2% |
| Participant deferral / active EE | $3,707 | $3,342+10.9% | $4,069-8.9% | $3,514+5.5% |
| Admin fee / account holder | $133 | $6,897-98.1% | $7,888-98.3% | $847-84.3% |