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 | $29,659 |
MICHAEL D BURNETT, CPA7 years Service code 10 · EIN 44-8461632 | Accounting | $18,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,867 |
VALORIE S FOSTER, CPA1 year Filed as: VALORIE S. FOSTER, C.P.A. Service code 10 · EIN 20-0704290 | Accounting | $6,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,194 | $106,028-14.0% | $146,958-37.9% | $77,643+17.5% |
| Participation rate | 86.8% | 78.4%+8.4pp | 82.2%+4.6pp | 70.6%+16.2pp |
| Annual return | 14.19% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $593 | $4,063-85.4% | $4,933-88.0% | $2,726-78.3% |
| Participant deferral / active EE | $4,163 | $7,990-47.9% | $8,070-48.4% | $4,647-10.4% |
| Admin fee / account holder | $120 | $337-64.4% | $12,998-99.1% | $430-72.1% |