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 | $30,426 |
STRATEGIC WEALTH PARTNERS5 years Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $29,112 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 27 · EIN 47-5657416 | Advisory (Plan) | $11,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,175 | $101,317+68.0% | $146,958+15.8% | $74,495+128.4% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.2%+11.4pp | 67.2%+26.3pp |
| Annual return | 13.25% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $5,730 | $3,810+50.4% | $4,933+16.2% | $2,623+118.4% |
| Participant deferral / active EE | $10,957 | $7,303+50.0% | $8,070+35.8% | $4,346+152.1% |
| Admin fee / account holder | $441 | $1,739-74.6% | $12,998-96.6% | $1,942-77.3% |