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 | $1,261,900 |
CALLAN LLC4 years Service code 16 · EIN 94-2192581 | Consulting | $101,250 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $70,833 |
CURCIO WEBB2 years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $48,795 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,461 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $36,000 |
SPENCER FANE LLP2 years Filed as: SPENCER FANE Service code 16 · EIN 44-0561981 | Consulting | $6,778 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,069 | $51,785+60.4% | $112,228-26.0% | $89,394-7.1% |
| Participation rate | 87.7% | 82.2%+5.5pp | 75.1%+12.6pp | 71.3%+16.4pp |
| Annual return | -18.28% | -11.06%-7.2pp | 27.45%-45.7pp | -11.89%-6.4pp |
| Employer contribution / active EE | $2,864 | $3,782-24.3% | $3,635-21.2% | $3,022-5.2% |
| Participant deferral / active EE | $7,430 | $3,425+117.0% | $4,728+57.1% | $5,123+45.0% |
| Admin fee / account holder | $71 | $102-29.7% | $6,410-98.9% | $79-10.1% |