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 9-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 | $111,929 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,087 |
DELOITTE & TOUCHE LLP9+ years Service code 10 · EIN 13-3891517 | Accounting | $35,000 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,057 | $30,588+390.6% | $53,898+178.4% | $85,563+75.4% |
| Participation rate | 81.3% | 26.3%+54.9pp | 55.0%+26.3pp | 66.0%+15.3pp |
| Annual return | 21.11% | 50.42%-29.3pp | 528.60%-507.5pp | 31.51%-10.4pp |
| Employer contribution / active EE | $8,646 | $436+1883.3% | $932+827.6% | $2,654+225.8% |
| Participant deferral / active EE | $14,769 | $848+1641.9% | $1,826+708.7% | $4,375+237.6% |
| Admin fee / account holder | $224 | $1,879-88.1% | $2,491-91.0% | $834-73.2% |