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 13 · EIN 42-0127290 | Contract Administrator | $66,941 |
THE PATRIOT FINANCIAL GROUP2 years Filed as: THE PATRIOT FINANCIAL GROUP, LLC Service code 27 · EIN 90-0138117 | Advisory (Plan) | $36,053 |
Annual investment return 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 | $68,148 | $79,171-13.9% | $102,423-33.5% | $74,495-8.5% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 10.07% | 54.93%-44.9pp | 29.32%-19.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,344 | $2,362-0.8% | $3,023-22.5% | $2,623-10.6% |
| Participant deferral / active EE | $5,746 | $4,415+30.1% | $5,053+13.7% | $4,346+32.2% |
| Admin fee / account holder | $237 | $2,001-88.1% | $9,451-97.5% | $1,942-87.8% |