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 37 · EIN 04-2647786 | Loan Processing | $45,724 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,981 |
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $11,073 |
KRAFT CPAS, PLLC2 years Filed as: KRAFT CPAS Service code 10 · EIN 62-0713250 | Accounting | $9,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,192 | $99,957+61.3% | $149,696+7.7% | $73,488+119.3% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 17.14% | 53.87%-36.7pp | 276.60%-259.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $4,700 | $3,191+47.3% | $4,644+1.2% | $2,270+107.0% |
| Participant deferral / active EE | $7,218 | $6,073+18.9% | $6,842+5.5% | $3,740+93.0% |
| Admin fee / account holder | $341 | $551-38.1% | $9,309-96.3% | $513-33.5% |