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 | $113,258 |
Filed as: FIDUCIARY PLAN PARTNERS Service code 27 · EIN 81-2872393 | Advisory (Plan) | $30,000 |
GATEWAY ADVISORY, LLC5 years Filed as: GATEWAY ADVISORY LLC Service code 27 · EIN 27-1678306 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,077 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $6,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,819 | $82,202-30.9% | $125,339-54.7% | $64,808-12.3% |
| Participation rate | 93.8% | 77.9%+15.9pp | 82.4%+11.4pp | 71.5%+22.3pp |
| Annual return | -14.53% | 3.48%-18.0pp | 572.05%-586.6pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,416 | $3,615-60.8% | $4,814-70.6% | $2,506-43.5% |
| Participant deferral / active EE | $8,040 | $7,175+12.1% | $7,446+8.0% | $4,310+86.5% |
| Admin fee / account holder | $163 | $163+0.1% | $10,010-98.4% | $188-13.0% |