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 | $25,202 |
CETERA ADVISOR NETWORKS LLC5 years Service code 27 · EIN 36-3258176 | Advisory (Plan) | $15,111 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,938 |
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 26-4311657 | Advisory (Participants) | $4,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,480 | $73,360-46.2% | $177,989-77.8% | $74,495-47.0% |
| Participation rate | 72.2% | 66.6%+5.6pp | 77.1%-4.9pp | 67.2%+5.0pp |
| Annual return | 12.97% | 17.49%-4.5pp | 294.48%-281.5pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,812 | $2,216-18.2% | $3,949-54.1% | $2,623-30.9% |
| Participant deferral / active EE | $3,313 | $4,513-26.6% | $6,276-47.2% | $4,346-23.8% |
| Admin fee / account holder | $209 | $1,808-88.4% | $10,363-98.0% | $1,942-89.2% |