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 |
|---|---|---|
REGENT PEAK WEALTH ADVISORS4 years Service code 27 · EIN 83-4638642 | Advisory (Plan) | $28,415 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,847 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,025 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,102 | $76,050+17.2% | $96,544-7.7% | $71,457+24.7% |
| Participation rate | 93.1% | 74.4%+18.7pp | 76.0%+17.2pp | 67.9%+25.2pp |
| Annual return | 13.79% | 22.81%-9.0pp | 25.84%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $2,786 | $2,244+24.2% | $2,965-6.0% | $2,588+7.7% |
| Participant deferral / active EE | $5,220 | $4,215+23.8% | $4,851+7.6% | $4,289+21.7% |
| Admin fee / account holder | $183 | $2,707-93.2% | $8,252-97.8% | $1,587-88.4% |