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 |
|---|---|---|
BFSG LLC3 years Filed as: FOCUS OPERATING, LLC Service code 27 · EIN 20-8161914 | Advisory (Plan) | $148,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $117,764 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,102 |
FARBER HASS HURLEY LLP7 years Service code 10 · EIN 20-4207759 | Accounting | $27,287 |
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 | $194,102 | $52,224+271.7% | $88,946+118.2% | $102,872+88.7% |
| Participation rate | 76.2% | 40.8%+35.5pp | 68.8%+7.4pp | 73.0%+3.2pp |
| Annual return | 13.97% | 16.96%-3.0pp | 57.82%-43.9pp | 19.06%-5.1pp |
| Employer contribution / active EE | $1,547 | $1,241+24.7% | $2,555-39.5% | $3,526-56.1% |
| Participant deferral / active EE | $13,762 | $2,611+427.0% | $4,581+200.4% | $5,535+148.6% |
| Admin fee / account holder | $126 | $1,723-92.7% | $8,261-98.5% | $292-56.8% |