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 27 · EIN 47-1411118 | Advisory (Plan) | $49,832 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,165 |
COULTER & JUSTUS4 years Filed as: COULTER & JUSTUS PC Service code 16 · EIN 62-1532536 | Consulting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,856 | $92,303-12.4% | $152,466-47.0% | $86,799-6.8% |
| Participation rate | 98.7% | 81.1%+17.6pp | 78.2%+20.5pp | 72.3%+26.4pp |
| Annual return | 16.18% | 531.69%-515.5pp | 757.33%-741.1pp | 97.91%-81.7pp |
| Employer contribution / active EE | $4,700 | $3,748+25.4% | $4,327+8.6% | $2,405+95.4% |
| Participant deferral / active EE | $6,217 | $5,599+11.0% | $5,820+6.8% | $4,131+50.5% |
| Admin fee / account holder | $28 | $150-81.5% | $15,805-99.8% | $170-83.7% |