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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $171,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | $88,711 |
WARREN AVERETT, LLC8+ years Service code 10 · EIN 45-4084437 | Accounting | $15,000 |
CLEARSTEAD ADVISORS, LLC1 year Service code 16 · EIN 34-1597728 | Consulting | $14,105 |
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 | $269,155 | $82,978+224.4% | $130,231+106.7% | $74,419+261.7% |
| Participation rate | 97.4% | 73.7%+23.7pp | 76.3%+21.1pp | 70.7%+26.7pp |
| Annual return | 18.80% | 123.05%-104.3pp | 38.77%-20.0pp | 34.38%-15.6pp |
| Employer contribution / active EE | $5,796 | $3,391+70.9% | $4,126+40.5% | $2,637+119.8% |
| Participant deferral / active EE | $14,699 | $5,370+173.7% | $6,799+116.2% | $4,528+224.6% |
| Admin fee / account holder | $182 | $354-48.5% | $6,020-97.0% | $348-47.7% |