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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $124,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $119,539 |
LBMC, PC4 years Service code 10 · EIN 62-1199757 | Accounting | $24,600 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $10,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,813 | $84,993+13.9% | $129,995-25.5% | $80,160+20.8% |
| Participation rate | 97.3% | 79.5%+17.8pp | 78.5%+18.9pp | 72.9%+24.4pp |
| Annual return | 21.40% | 23.76%-2.4pp | -137.18%+158.6pp | 40.38%-19.0pp |
| Employer contribution / active EE | $8,006 | $3,051+162.4% | $4,320+85.4% | $2,978+168.9% |
| Participant deferral / active EE | $6,880 | $4,984+38.0% | $5,820+18.2% | $5,017+37.1% |
| Admin fee / account holder | $80 | $391-79.5% | $10,614-99.2% | $145-44.7% |