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 |
|---|---|---|
CLS INVESTMENTS3+ years Service code 16 · EIN 32-0070947 | Consulting | $13,438 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,059 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,753 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,984 | $80,753+98.1% | $136,294+17.4% | $62,292+156.8% |
| Participation rate | 89.3% | 73.5%+15.7pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 12.99% | 35.83%-22.8pp | 5155.94%-5142.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $3,915 | $2,884+35.8% | $4,695-16.6% | $2,042+91.7% |
| Participant deferral / active EE | $21,900 | $5,164+324.1% | $6,247+250.6% | $3,169+591.1% |
| Admin fee / account holder | $8 | $525-98.5% | $9,243-99.9% | $479-98.4% |