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 ADVISORS5 years Service code 27 · EIN 83-4638642 | Advisory (Plan) | $20,766 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,881 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,405 | $79,171+34.4% | $102,423+3.9% | $74,495+42.8% |
| Participation rate | 92.3% | 74.8%+17.5pp | 76.5%+15.8pp | 67.2%+25.1pp |
| Annual return | 24.26% | 54.93%-30.7pp | 29.32%-5.1pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $2,494 | $2,362+5.6% | $3,023-17.5% | $2,623-4.9% |
| Participant deferral / active EE | $4,905 | $4,415+11.1% | $5,053-2.9% | $4,346+12.9% |
| Admin fee / account holder | $150 | $2,001-92.5% | $9,451-98.4% | $1,942-92.3% |