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 | Recordkeeping and information managem... | $144,746 |
STRATEGIES LLC3+ years Filed as: STRATEGIES Service code 16 · EIN 20-8593746 | Consulting | $36,875 |
Service code 16 · EIN 84-1612955 | Consulting | $16,590 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,095 | $43,233-44.3% | $185,117-87.0% | $77,958-69.1% |
| Participation rate | 99.9% | 64.2%+35.7pp | 77.3%+22.7pp | 71.6%+28.3pp |
| Annual return | 20.41% | 20.43%0pp | 40.50%-20.1pp | 20.87%-0.5pp |
| Employer contribution / active EE | $1,080 | $1,312-17.7% | $4,182-74.2% | $2,310-53.2% |
| Participant deferral / active EE | $2,164 | $2,912-25.7% | $5,045-57.1% | $3,537-38.8% |
| Admin fee / account holder | $110 | $95+15.5% | $8,159-98.7% | $97+12.8% |