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 8-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 |
|---|---|---|
LEHIGH HANSON, INC.1+ years Service code 14 · EIN 59-2503701 | Plan Administrator | $75,826 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,341 |
Service code 60 | Sub-TA Fees | $0 |
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 | $90,420 | $100,921-10.4% | $82,313+9.8% | $177,276-49.0% |
| Participation rate | 92.8% | 86.9%+5.9pp | 76.9%+15.9pp | 74.8%+18.0pp |
| Annual return | 45.28% | 20.33%+25.0pp | 25.88%+19.4pp | 21.25%+24.0pp |
| Employer contribution / active EE | $5,828 | $3,145+85.3% | $2,428+140.0% | $2,479+135.1% |
| Participant deferral / active EE | $4,434 | $5,192-14.6% | $3,706+19.6% | $3,881+14.3% |
| Admin fee / account holder | -$8 | $64-113.0% | $5,608-100.1% | $154-105.4% |