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 | $26,134 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,716 |
MARKS PANETH LLP2 years Filed as: MARKS PANETH Service code 10 · EIN 11-3518842 | Accounting | $6,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,018 | $82,664+167.4% | $125,339+76.3% | $68,494+222.7% |
| Participation rate | 95.4% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -13.91% | -5.97%-7.9pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $12,427 | $3,381+267.5% | $4,814+158.2% | $2,596+378.6% |
| Participant deferral / active EE | $15,677 | $6,110+156.6% | $7,446+110.5% | $4,027+289.3% |
| Admin fee / account holder | $201 | $6,275-96.8% | $10,010-98.0% | $5,403-96.3% |