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 |
|---|---|---|
TRIAD ADVISORS INC1 year Service code 22 · EIN 65-0824483 | Insurance Broker | $72,537 |
VEID & VEID CPAS3+ years Service code 10 · EIN 59-2121378 | Accounting | $8,500 |
Filed as: LEGACY FINANCIAL ADVISORS, INC Service code 26 · EIN 20-4972254 | Advisory (Participants) | $6,332 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $416 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $162,152 | $85,766+89.1% | $136,294+19.0% | $70,131+131.2% |
| Participation rate | 79.5% | 74.2%+5.4pp | 81.9%-2.4pp | 69.5%+10.0pp |
| Annual return | 12.40% | 31.45%-19.1pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $412 | $2,966-86.1% | $4,695-91.2% | $2,342-82.4% |
| Participant deferral / active EE | $6,206 | $5,051+22.9% | $6,247-0.7% | $3,332+86.3% |
| Admin fee / account holder | $156 | $5,420-97.1% | $9,243-98.3% | $4,645-96.6% |