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 |
|---|---|---|
Filed as: LONG & ASSOCIATES Service code 10 · EIN 48-1273859 | Accounting | $11,570 |
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $11,200 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,800 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES, INC Service code 15 | Recordkeeping | $671 |
Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,278 | $36,767+34.0% | $81,478-39.5% | $62,292-20.9% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 10.80% | 173.80%-163.0pp | 38.78%-28.0pp | 28.90%-18.1pp |
| Employer contribution / active EE | $2,116 | $1,128+87.5% | $2,568-17.6% | $2,042+3.6% |
| Participant deferral / active EE | $3,280 | $2,111+55.4% | $3,537-7.2% | $3,169+3.5% |
| Admin fee / account holder | $40 | $797-95.0% | $4,561-99.1% | $479-91.7% |