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 37 · EIN 04-2647786 | Loan Processing | $28,156 |
JOSEPH L. WHITAKER CPA, LLC5 years Filed as: JOSEPH L WHITAKER CPA, LLC Service code 10 · EIN 47-5495106 | Accounting | $15,400 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,103 |
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 | $87,328 | $85,135+2.6% | $98,907-11.7% | $73,409+19.0% |
| Participation rate | 92.5% | 81.1%+11.4pp | 76.0%+16.5pp | 72.2%+20.4pp |
| Annual return | 23.80% | 19.14%+4.7pp | 196.43%-172.6pp | 59.29%-35.5pp |
| Employer contribution / active EE | $2,682 | $2,721-1.4% | $2,689-0.3% | $2,234+20.1% |
| Participant deferral / active EE | $4,992 | $4,349+14.8% | $4,244+17.6% | $3,805+31.2% |
| Admin fee / account holder | $77 | $139-44.7% | $6,642-98.8% | $158-51.2% |