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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,260 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $20,711 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $11,250 |
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 | $223,673 | $62,267+259.2% | $110,238+102.9% | $55,725+301.4% |
| Participation rate | 96.7% | 78.1%+18.6pp | 79.8%+16.9pp | 70.9%+25.8pp |
| Annual return | -5.37% | -1.07%-4.3pp | 314.74%-320.1pp | 244.93%-250.3pp |
| Employer contribution / active EE | $10,034 | $1,941+416.8% | $3,826+162.2% | $2,078+382.8% |
| Participant deferral / active EE | $6,419 | $3,516+82.6% | $4,672+37.4% | $3,356+91.3% |
| Admin fee / account holder | $164 | $121+35.5% | $8,547-98.1% | $115+42.3% |