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 | $47,922 |
Filed as: CLOSED DLR-WOODBURY FINANCIAL Service code 27 · EIN 41-0944586 | Advisory (Plan) | $33,639 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $12,250 |
Filed as: LEAFHOUSE Service code 26 · EIN 26-4311657 | Advisory (Participants) | $11,082 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,990 | $82,917-24.0% | $103,333-39.0% | $77,643-18.9% |
| Participation rate | 97.7% | 71.6%+26.2pp | 74.5%+23.2pp | 70.6%+27.2pp |
| Annual return | 16.15% | 19.13%-3.0pp | 24.88%-8.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,246 | $3,552-64.9% | $3,868-67.8% | $2,726-54.3% |
| Participant deferral / active EE | $6,828 | $4,108+66.2% | $5,057+35.0% | $4,647+46.9% |
| Admin fee / account holder | $291 | $638-54.4% | $8,355-96.5% | $430-32.4% |