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 | $56,115 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,104 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,000 |
SAMET & COMPANY PC2 years Filed as: SAMET Service code 10 · EIN 04-3027605 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,548 | $42,901+50.5% | $91,220-29.2% | $64,808-0.4% |
| Participation rate | 92.8% | 68.1%+24.7pp | 73.2%+19.6pp | 71.5%+21.3pp |
| Annual return | -16.59% | -13.53%-3.1pp | 114.01%-130.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $3,147 | $1,571+100.3% | $2,850+10.4% | $2,506+25.6% |
| Participant deferral / active EE | $5,864 | $3,501+67.5% | $4,234+38.5% | $4,310+36.0% |
| Admin fee / account holder | $242 | $131+84.5% | $5,420-95.5% | $188+28.8% |