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 |
|---|---|---|
Filed as: BROADSTREET CAPITAL ADVISORS LLC Service code 27 · EIN 26-1204987 | Advisory (Plan) | $20,628 |
SAFEGUARD OPERATIONS1 year Service code 13 · EIN 52-2288756 | Contract Administrator | $5,556 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,970 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,364 | $56,972-37.9% | $182,532-80.6% | $65,185-45.7% |
| Participation rate | 93.2% | 66.5%+26.6pp | 78.0%+15.2pp | 70.2%+23.0pp |
| Annual return | 22.19% | 27.67%-5.5pp | 148.54%-126.4pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,693 | $1,615+4.9% | $4,076-58.5% | $2,177-22.2% |
| Participant deferral / active EE | $3,917 | $3,526+11.1% | $5,524-29.1% | $3,514+11.5% |
| Admin fee / account holder | $54 | $528-89.7% | $8,592-99.4% | $847-93.6% |