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 4-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 | $271,695 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $247,483 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $75,000 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $49,500 |
Service code 29 · EIN 15-0561878 | Legal | $12,969 |
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 | $233,082 | $103,482+125.2% | $112,887+106.5% | $103,482+125.2% |
| Participation rate | 98.3% | 73.3%+25.0pp | 80.5%+17.7pp | 73.3%+25.0pp |
| Annual return | 16.92% | 33.11%-16.2pp | 34.10%-17.2pp | 33.11%-16.2pp |
| Employer contribution / active EE | $11,148 | $3,208+247.5% | $4,563+144.3% | $3,208+247.5% |
| Participant deferral / active EE | $12,790 | $5,207+145.6% | $6,513+96.4% | $5,207+145.6% |
| Admin fee / account holder | $67 | $114-41.5% | $7,047-99.1% | $114-41.5% |