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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,918 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $8,005 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,690 | $92,303-54.8% | $152,466-72.7% | $86,799-52.0% |
| Participation rate | 96.9% | 81.1%+15.9pp | 78.2%+18.7pp | 72.3%+24.6pp |
| Annual return | 15.04% | 531.69%-516.6pp | 757.33%-742.3pp | 97.91%-82.9pp |
| Employer contribution / active EE | $2,402 | $3,748-35.9% | $4,327-44.5% | $2,405-0.2% |
| Participant deferral / active EE | $3,929 | $5,599-29.8% | $5,820-32.5% | $4,131-4.9% |
| Admin fee / account holder | $20 | $150-86.8% | $15,805-99.9% | $170-88.4% |