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 |
|---|---|---|
EUDAIMONIA ADVISORS LLC5 years Service code 26 · EIN 84-2196366 | Advisory (Participants) | $66,596 |
RFG ADVISORY LLC5 years Service code 26 · EIN 45-2787436 | Advisory (Participants) | $42,621 |
BURLEIGH CONSULTING GROUP10+ years Service code 13 · EIN 62-0842964 | Contract Administrator | $37,250 |
DELTA ASSET MANAGEMENT, LLC7 years Filed as: DELTA ASSET MANAGEMENT LLC Service code 26 · EIN 62-1855684 | Advisory (Participants) | $36,186 |
Service code 26 · EIN 20-8307105 | Advisory (Participants) | $27,391 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $25,256 |
Filed as: KINGSWOOD WEALTH ADVISORS LLC Service code 26 · EIN 82-1422516 | Advisory (Participants) | $25,097 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 26 · EIN 63-1229657 | Advisory (Participants) | $24,733 |
BAY HARBOR WEALTH MANAGEMENT4 years Service code 26 · EIN 45-1032121 | Advisory (Participants) | $18,964 |
Service code 26 · EIN 81-3669081 | Advisory (Participants) | $15,791 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,910 | $122,186+216.7% | $146,958+163.3% | $199,593+93.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 14.47% | 30.56%-16.1pp | 418.34%-403.9pp | 34.25%-19.8pp |
| Employer contribution / active EE | $18,275 | $4,093+346.5% | $4,933+270.5% | $3,034+502.3% |
| Participant deferral / active EE | $14,670 | $8,502+72.5% | $8,070+81.8% | $5,087+188.4% |
| Admin fee / account holder | $255 | $179+42.8% | $12,998-98.0% | $269-5.1% |