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 27 · EIN 04-2654524 | Advisory (Plan) | $15,975 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $14,135 |
CHESTER M. KEARNEY1 year Service code 10 · EIN 01-0411241 | Accounting | $10,258 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,491 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,577 | $81,908+66.7% | $90,749+50.5% | $64,808+110.7% |
| Participation rate | 98.5% | 80.5%+18.0pp | 75.7%+22.8pp | 71.5%+27.0pp |
| Annual return | -19.10% | -12.53%-6.6pp | -12.16%-6.9pp | 32.82%-51.9pp |
| Employer contribution / active EE | $5,792 | $3,065+89.0% | $2,921+98.3% | $2,506+131.1% |
| Participant deferral / active EE | $5,716 | $4,840+18.1% | $4,564+25.2% | $4,310+32.6% |
| Admin fee / account holder | $12 | $157-92.6% | $8,445-99.9% | $188-93.8% |