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 | $190,141 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $87,500 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,970 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,392 | $63,770+102.9% | $71,209+81.7% | $102,872+25.8% |
| Participation rate | 84.5% | 61.0%+23.5pp | 73.8%+10.7pp | 73.0%+11.5pp |
| Annual return | 16.93% | 16.01%+0.9pp | 282.51%-265.6pp | 19.06%-2.1pp |
| Employer contribution / active EE | $2,946 | $2,367+24.5% | $2,721+8.3% | $3,526-16.5% |
| Participant deferral / active EE | $6,908 | $3,587+92.6% | $4,175+65.5% | $5,535+24.8% |
| Admin fee / account holder | $154 | $220-30.0% | $5,349-97.1% | $292-47.4% |