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 | $42,387 |
Filed as: BROADSTREET CAPITAL ADVISORS, LLC Service code 27 · EIN 26-1204987 | Advisory (Plan) | $30,466 |
ERISA SERVICES, INC.2 years Service code 13 · EIN 62-1200951 | Contract Administrator | $4,168 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES, INC Service code 13 | Contract Administrator | $3,687 |
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 | $51,938 | $65,390-20.6% | $169,368-69.3% | $71,457-27.3% |
| Participation rate | 86.6% | 67.0%+19.6pp | 77.1%+9.4pp | 67.9%+18.7pp |
| Annual return | 14.20% | 21.31%-7.1pp | 405.60%-391.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,970 | $2,079-5.3% | $4,013-50.9% | $2,588-23.9% |
| Participant deferral / active EE | $4,667 | $4,367+6.9% | $6,221-25.0% | $4,289+8.8% |
| Admin fee / account holder | $229 | $1,324-82.7% | $9,003-97.5% | $1,587-85.6% |