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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,938 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,645 | $81,474+41.9% | $133,956-13.7% | $73,488+57.4% |
| Participation rate | 99.4% | 76.4%+23.1pp | 79.8%+19.6pp | 70.7%+28.8pp |
| Annual return | 19.64% | 19.40%+0.2pp | 45.09%-25.5pp | 28.51%-8.9pp |
| Employer contribution / active EE | $2,828 | $2,209+28.0% | $3,919-27.8% | $2,270+24.6% |
| Participant deferral / active EE | $6,798 | $3,786+79.5% | $5,048+34.7% | $3,740+81.8% |
| Admin fee / account holder | $196 | $713-72.5% | $8,927-97.8% | $513-61.8% |