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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,668 |
KRAFT CPAS, PLLC1 year Filed as: KRAFT CPAS Service code 10 · EIN 62-0713250 | Accounting | $7,335 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,188 |
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 | $152,689 | $89,652+70.3% | $141,162+8.2% | $65,185+134.2% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.5%+13.3pp | 70.2%+25.6pp |
| Annual return | 27.22% | 32.79%-5.6pp | 71.39%-44.2pp | 29.38%-2.2pp |
| Employer contribution / active EE | $4,781 | $3,065+56.0% | $4,735+1.0% | $2,177+119.7% |
| Participant deferral / active EE | $6,819 | $5,691+19.8% | $6,709+1.6% | $3,514+94.1% |
| Admin fee / account holder | $121 | $569-78.8% | $10,261-98.8% | $847-85.7% |