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 25 · EIN 04-2647786 | Directed Trustee | $206,111 |
CROWE LLP6+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $31,350 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $30,000 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $11,553 |
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 | $121,543 | $176,491-31.1% | $95,952+26.7% | $90,288+34.6% |
| Participation rate | 92.2% | 86.6%+5.6pp | 77.1%+15.1pp | 73.4%+18.9pp |
| Annual return | 14.68% | 20.14%-5.5pp | 91.61%-76.9pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,536 | $2,789-44.9% | $2,541-39.6% | $2,524-39.1% |
| Participant deferral / active EE | $5,073 | $5,340-5.0% | $4,167+21.8% | $4,232+19.9% |
| Admin fee / account holder | $94 | $154-39.3% | $6,795-98.6% | $114-18.0% |