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 |
|---|---|---|
Service code 13 · EIN 62-1116095 | Contract Administrator | $54,302 |
STANDARD VALUATIONS7 years Filed as: STANDARD VALUATION INC Service code 27 801 HIGHWAY 61 N · WHIITE BEAR LAKE, MN 55110 | Advisory (Plan) | $35,000 |
LAPADULA CARLSON & CO7 years Service code 10 · EIN 65-0292391 | Accounting | $34,821 |
GOLDMAN SACHS3 years Filed as: ABS CAPITAL PARTNERS INC. Service code 28 · EIN 52-1853901 | Investment Management | $21,437 |
VENABLE LAW FIRM8 years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824867 | Legal | $12,507 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $8,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,126 | $241,101-79.6% | $103,374-52.5% | $199,768-75.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.96% | 17.80%-5.8pp | 24.89%-12.9pp | 34.26%-22.3pp |
| Employer contribution / active EE | $4,074 | $4,244-4.0% | $3,869+5.3% | $3,037+34.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $140 | $288-51.3% | $8,394-98.3% | $269-47.9% |