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 | $50,252 |
Filed as: BROADSTREET CAPITAL ADVISORS, LLC Service code 27 · EIN 26-1204987 | Advisory (Plan) | $34,312 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES, INC Service code 49 | Other Services | $4,548 |
ERISA SERVICES, INC.3 years Service code 49 · EIN 62-1200951 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,419 | $73,360-19.0% | $177,989-66.6% | $74,495-20.2% |
| Participation rate | 89.9% | 66.6%+23.3pp | 77.1%+12.9pp | 67.2%+22.7pp |
| Annual return | 13.07% | 17.49%-4.4pp | 294.48%-281.4pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,021 | $2,216-8.8% | $3,949-48.8% | $2,623-23.0% |
| Participant deferral / active EE | $4,786 | $4,513+6.0% | $6,276-23.7% | $4,346+10.1% |
| Admin fee / account holder | $239 | $1,808-86.8% | $10,363-97.7% | $1,942-87.7% |