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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,449 |
OCTOBER THREE CONSULTING LLC4 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 | Actuarial | $11,750 |
BKD, LLP2 years Filed as: BKD LLP Service code 70 · EIN 44-0160260 | Consulting Fees | $6,000 |
Service code 10 | Accounting | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,720 | $100,801+251.9% | $149,696+137.0% | $73,409+383.2% |
| Participation rate | 85.4% | 77.7%+7.8pp | 82.5%+3.0pp | 72.2%+13.3pp |
| Annual return | 21.44% | 265.34%-243.9pp | 276.60%-255.2pp | 59.29%-37.8pp |
| Employer contribution / active EE | $13,252 | $3,312+300.2% | $4,644+185.3% | $2,234+493.3% |
| Participant deferral / active EE | $13,301 | $6,404+107.7% | $6,842+94.4% | $3,805+249.5% |
| Admin fee / account holder | $144 | $181-20.6% | $9,309-98.5% | $158-9.1% |