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 |
|---|---|---|
SPC FINANCIAL, INC.2 years Service code 27 · EIN 52-0946018 | Advisory (Plan) | $14,090 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,255 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,387 | $102,317+9.8% | $146,958-23.5% | $80,856+39.0% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.2%+4.1pp | 67.6%+18.7pp |
| Annual return | 13.76% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,863 | $6,644+33.4% | $8,070+9.8% | $4,296+106.3% |
| Admin fee / account holder | $50 | $7,941-99.4% | $12,998-99.6% | $6,918-99.3% |