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 | $49,756 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,372 |
BAKER TILLY US, LLP5 years Service code 27 · EIN 30-1413443 | Advisory (Plan) | $19,215 |
AMERICAN FUNDS10+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $14,375 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,717 | $95,880+305.4% | $107,525+261.5% | $85,563+354.3% |
| Participation rate | 96.3% | 70.1%+26.2pp | 75.1%+21.2pp | 66.0%+30.3pp |
| Annual return | 18.91% | 68.06%-49.1pp | 181.32%-162.4pp | 31.51%-12.6pp |
| Employer contribution / active EE | $15,234 | $3,812+299.6% | $3,754+305.9% | $2,654+474.1% |
| Participant deferral / active EE | $12,027 | $4,201+186.3% | $5,116+135.1% | $4,375+174.9% |
| Admin fee / account holder | $207 | $1,025-79.8% | $8,919-97.7% | $834-75.2% |