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 |
|---|---|---|
SMITH LEONARD PLLC2 years Service code 10 · EIN 20-5907591 | Accounting | $7,700 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,413 |
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 | $65,747 | $65,376+0.6% | $87,100-24.5% | $65,185+0.9% |
| Participation rate | 95.8% | 75.3%+20.5pp | 76.9%+19.0pp | 70.2%+25.6pp |
| Annual return | 21.72% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,295 | $1,822-29.0% | $2,521-48.7% | $2,177-40.5% |
| Participant deferral / active EE | $2,352 | $3,388-30.6% | $4,049-41.9% | $3,514-33.1% |
| Admin fee / account holder | $79 | $520-84.7% | $7,497-98.9% | $847-90.6% |