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 4-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 37 · EIN 04-2647786 | Loan Processing | $131,410 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,831 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $13,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,969 | $76,173-5.5% | $81,438-11.6% | $199,768-64.0% |
| Participation rate | 91.4% | 76.3%+15.2pp | 69.5%+21.9pp | 72.0%+19.4pp |
| Annual return | 15.12% | 15.59%-0.5pp | 24.74%-9.6pp | 34.26%-19.1pp |
| Employer contribution / active EE | $3,604 | $2,792+29.1% | $2,460+46.5% | $3,037+18.7% |
| Participant deferral / active EE | $5,425 | $4,201+29.1% | $3,883+39.7% | $5,090+6.6% |
| Admin fee / account holder | $126 | $146-13.4% | $5,764-97.8% | $269-53.0% |