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 | $35,727 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,513 | $91,372+31.9% | $129,995-7.3% | $74,419+61.9% |
| Participation rate | 96.1% | 77.8%+18.3pp | 78.5%+17.6pp | 70.7%+25.3pp |
| Annual return | 23.22% | 23.21%0pp | -137.18%+160.4pp | 34.38%-11.2pp |
| Employer contribution / active EE | $2,726 | $2,563+6.3% | $4,320-36.9% | $2,637+3.4% |
| Participant deferral / active EE | $9,215 | $4,721+95.2% | $5,820+58.3% | $4,528+103.5% |
| Admin fee / account holder | $231 | $283-18.6% | $10,614-97.8% | $348-33.7% |