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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,179 |
MGS LLP1 year Service code 10 · EIN 46-2568909 | Accounting | $14,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,149 | $72,254-5.7% | $86,677-21.4% | $64,808+5.2% |
| Participation rate | 97.2% | 80.4%+16.8pp | 76.6%+20.7pp | 71.5%+25.8pp |
| Annual return | -15.96% | 392.42%-408.4pp | 35.91%-51.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,786 | $2,393+16.4% | $2,836-1.8% | $2,506+11.2% |
| Participant deferral / active EE | $5,383 | $4,658+15.6% | $4,656+15.6% | $4,310+24.9% |
| Admin fee / account holder | $55 | $174-68.6% | $7,493-99.3% | $188-71.0% |