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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $100,321 |
STRATEGIES LLC1+ years Filed as: STRATEGIES Service code 16 · EIN 20-8593746 | Consulting | $34,791 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,428 | $36,978-44.8% | $155,790-86.9% | $59,188-65.5% |
| Participation rate | 97.6% | 62.7%+34.9pp | 76.1%+21.5pp | 69.4%+28.2pp |
| Annual return | 1.46% | 5.44%-4.0pp | 71.54%-70.1pp | 5.51%-4.0pp |
| Employer contribution / active EE | $1,009 | $1,222-17.4% | $3,836-73.7% | $2,098-51.9% |
| Participant deferral / active EE | $2,110 | $2,795-24.5% | $4,797-56.0% | $3,265-35.4% |
| Admin fee / account holder | $94 | $65+44.8% | $7,478-98.7% | $92+2.2% |