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 5-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 | $21,238 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,292 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 39-0859910 | Accounting | $8,832 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,267 | $176,491-40.9% | $95,952+8.7% | $90,288+15.5% |
| Participation rate | 77.5% | 86.6%-9.0pp | 77.1%+0.5pp | 73.4%+4.2pp |
| Annual return | 30.07% | 20.14%+9.9pp | 91.61%-61.5pp | 53.97%-23.9pp |
| Employer contribution / active EE | $485 | $2,789-82.6% | $2,541-80.9% | $2,524-80.8% |
| Participant deferral / active EE | $4,478 | $5,340-16.1% | $4,167+7.5% | $4,232+5.8% |
| Admin fee / account holder | $19 | $154-87.8% | $6,795-99.7% | $114-83.6% |