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 7-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 13 · EIN 06-1050034 | Contract Administrator | $108,455 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
TOOLE KATZ & ROEMERSMA, LLP4 years Service code 10 · EIN 47-1767422 | Accounting | $15,300 |
HELIOS CONSULTING INC1 year Filed as: HELIOS HR, LLC Service code 10 · EIN 54-2046423 | Accounting | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,232 | $56,638+103.5% | $169,368-32.0% | $74,419+54.8% |
| Participation rate | 96.6% | 67.5%+29.1pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 19.28% | 24.75%-5.5pp | 405.60%-386.3pp | 34.38%-15.1pp |
| Employer contribution / active EE | $3,304 | $2,027+63.0% | $4,013-17.7% | $2,637+25.3% |
| Participant deferral / active EE | $9,534 | $4,223+125.8% | $6,221+53.3% | $4,528+110.6% |
| Admin fee / account holder | $157 | $307-48.8% | $9,003-98.3% | $348-54.9% |