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 | $39,487 |
Filed as: BROADSTREET CAPITAL ADVISORS, LLC Service code 27 · EIN 26-1204987 | Advisory (Plan) | $31,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,981 | $70,879-33.7% | $189,557-75.2% | $79,386-40.8% |
| Participation rate | 89.3% | 68.0%+21.4pp | 78.4%+10.9pp | 70.7%+18.6pp |
| Annual return | 14.61% | 20.70%-6.1pp | 64.17%-49.6pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,782 | $1,806-1.3% | $4,412-59.6% | $2,427-26.6% |
| Participant deferral / active EE | $4,287 | $4,081+5.0% | $6,174-30.6% | $4,046+6.0% |
| Admin fee / account holder | $183 | $647-71.8% | $9,807-98.1% | $626-70.8% |