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 | $36,837 |
MUELLER & CO, LLP1 year Filed as: MUELLER AND CO. Service code 10 · EIN 36-2658780 | Accounting | $16,000 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,984 |
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 | $94,159 | $71,142+32.4% | $119,609-21.3% | $64,808+45.3% |
| Participation rate | 96.4% | 78.6%+17.8pp | 79.3%+17.1pp | 71.5%+24.9pp |
| Annual return | -19.73% | -10.01%-9.7pp | -14.97%-4.8pp | 32.82%-52.5pp |
| Employer contribution / active EE | $2,164 | $2,497-13.4% | $4,232-48.9% | $2,506-13.7% |
| Participant deferral / active EE | $7,616 | $4,490+69.6% | $5,602+35.9% | $4,310+76.7% |
| Admin fee / account holder | $224 | $162+38.3% | $10,323-97.8% | $188+19.4% |