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 | $102,367 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,705 |
KESTRA INVESTMENT SERVICES LLC8+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $40,000 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $14,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,523 | $52,090+4.7% | $95,745-43.1% | $80,160-32.0% |
| Participation rate | 95.2% | 67.0%+28.2pp | 72.3%+22.9pp | 72.9%+22.2pp |
| Annual return | 18.61% | 23.29%-4.7pp | 28.35%-9.7pp | 40.38%-21.8pp |
| Employer contribution / active EE | $650 | $1,548-58.0% | $2,835-77.1% | $2,978-78.2% |
| Participant deferral / active EE | $5,667 | $3,266+73.5% | $4,245+33.5% | $5,017+13.0% |
| Admin fee / account holder | $73 | $96-23.9% | $5,678-98.7% | $145-49.6% |