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.4+ years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,260 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $52,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,880 |
BARNES & THORNBURG LLP2 years Service code 29 · EIN 35-0900596 | Legal | $7,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,903 | $82,204+14.2% | $182,532-48.6% | $82,204+14.2% |
| Participation rate | 74.0% | 73.4%+0.6pp | 78.0%-4.0pp | 73.4%+0.6pp |
| Annual return | 20.69% | 26.31%-5.6pp | 148.54%-127.9pp | 26.31%-5.6pp |
| Employer contribution / active EE | $2,379 | $2,707-12.1% | $4,076-41.6% | $2,707-12.1% |
| Participant deferral / active EE | $4,003 | $4,246-5.7% | $5,524-27.5% | $4,246-5.7% |
| Admin fee / account holder | $40 | $76-47.3% | $8,592-99.5% | $76-47.3% |