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 | $42,361 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,338 | $92,090+22.0% | $106,201+5.8% | $77,671+44.6% |
| Participation rate | 94.7% | 81.0%+13.7pp | 75.3%+19.4pp | 70.6%+24.1pp |
| Annual return | 15.45% | 17.89%-2.4pp | 116.26%-100.8pp | 31.21%-15.8pp |
| Employer contribution / active EE | $5,922 | $3,368+75.8% | $3,170+86.8% | $2,726+117.2% |
| Participant deferral / active EE | $8,487 | $5,386+57.6% | $5,012+69.3% | $4,648+82.6% |
| Admin fee / account holder | $114 | $219-48.0% | $11,039-99.0% | $430-73.5% |