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.5 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $455,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | $250,896 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER AND MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $31,801 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,647 | $99,062+13.7% | $103,476+8.9% | $99,062+13.7% |
| Participation rate | 93.1% | 71.6%+21.5pp | 80.5%+12.6pp | 71.6%+21.5pp |
| Annual return | 15.36% | 17.66%-2.3pp | 23.90%-8.5pp | 17.66%-2.3pp |
| Employer contribution / active EE | $3,960 | $3,262+21.4% | $4,672-15.2% | $3,262+21.4% |
| Participant deferral / active EE | $7,231 | $5,331+35.6% | $6,623+9.2% | $5,331+35.6% |
| Admin fee / account holder | $79 | $109-27.2% | $9,413-99.2% | $109-27.2% |