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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $187,278 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 16 · EIN 83-1116912 | Consulting | $127,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | $85,521 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 16 · EIN 22-1467904 | Consulting | $41,100 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN Service code 16 ONE NORTH BRENTWOOD · SAINT LOUIS, MO 63105 | Consulting | $19,200 |
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 | $119,946 | $105,247+14.0% | $87,100+37.7% | $77,787+54.2% |
| Participation rate | 93.9% | 85.8%+8.1pp | 76.9%+17.0pp | 73.2%+20.7pp |
| Annual return | 23.12% | 24.52%-1.4pp | 28.19%-5.1pp | 32.57%-9.5pp |
| Employer contribution / active EE | $3,962 | $2,895+36.9% | $2,521+57.1% | $2,504+58.2% |
| Participant deferral / active EE | $5,753 | $5,060+13.7% | $4,049+42.1% | $3,967+45.0% |
| Admin fee / account holder | $182 | $104+74.3% | $7,497-97.6% | $100+82.0% |