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 5-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 | $39,608 |
MH CPA PLLC1 year Filed as: THE CJ CPA GROUP, PLLC Service code 10 · EIN 27-4461251 | Accounting | $21,540 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,218 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,055 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,493 | $56,767-44.5% | $101,794-69.1% | $85,563-63.2% |
| Participation rate | 76.1% | 57.6%+18.5pp | 69.2%+6.9pp | 66.0%+10.2pp |
| Annual return | 19.33% | 17.76%+1.6pp | 30.53%-11.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,195 | $2,720+91.0% | $4,084+27.2% | $4,375+18.7% |
| Admin fee / account holder | $240 | $1,098-78.2% | $8,777-97.3% | $834-71.3% |