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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,768 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,566 |
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 | $93,107 | $86,332+7.8% | $125,175-25.6% | $65,185+42.8% |
| Participation rate | 98.0% | 75.3%+22.7pp | 79.8%+18.2pp | 70.2%+27.8pp |
| Annual return | 23.32% | 27.43%-4.1pp | 43.79%-20.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,701 | $2,040-16.6% | $3,865-56.0% | $2,177-21.8% |
| Participant deferral / active EE | $6,177 | $3,537+74.6% | $4,937+25.1% | $3,514+75.8% |
| Admin fee / account holder | $173 | $609-71.6% | $9,702-98.2% | $847-79.6% |