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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,725 |
ANDREWS HOOPER PAVLIK PLC3 years Service code 10 · EIN 38-3133790 | Accounting | $8,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,031 |
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 | $190,940 | $86,655+120.3% | $119,609+59.6% | $66,914+185.3% |
| Participation rate | 98.4% | 75.6%+22.8pp | 79.3%+19.1pp | 69.8%+28.6pp |
| Annual return | -21.21% | -8.00%-13.2pp | -14.97%-6.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $2,496 | $2,536-1.6% | $4,232-41.0% | $2,544-1.9% |
| Participant deferral / active EE | $7,462 | $4,358+71.2% | $5,602+33.2% | $4,237+76.1% |
| Admin fee / account holder | $118 | $755-84.4% | $10,323-98.9% | $593-80.1% |